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AVMCAVMC
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in AVANTIS U.S. MID CAP EQUITY ETF

AE Wealth Management LLC holds 141,166 shares of AVMC (AVANTIS U.S. MID CAP EQUITY ETF), worth $11.3M as of 2026-Q2. The position was increased (+24.8% shares). AVMC represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$11.3M

Current Shares

141,166

Total Value Change

+$10.5M

Total Shares Change

+128,477

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
141,166
+24.8%
$11.3M0.1%$80.25
34
2026-Q1
Increased
113,090
+13.2%
$8.2M0.0%$75.35
31
2025-Q4
Increased
99,881
+35.4%
$7.1M0.0%$71.32
35
2025-Q3
Increased
73,785
+37.4%
$5.1M0.0%$69.20
35
2025-Q2
Increased
53,688
+104.4%
$3.6M0.0%$65.58
43
2025-Q1
Increased
26,266
+107.0%
$1.6M0.0%$61.16
41
2024-Q4
New
12,689
-
$824,6480.0%$64.25
34

Other major holders of AVMC: HighTower Advisors, LLC, LPL Financial LLC, HB Wealth Management, LLC, AMERICAN CENTURY COMPANIES INC

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