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Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in AVANTIS ALL EQUITY MARKETS ETF

Corient Private Wealth LP holds 40,718 shares of AVGE (AVANTIS ALL EQUITY MARKETS ETF), worth $4M as of 2026-Q2. The position was increased (+6.7% shares). AVGE represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$4M

Current Shares

40,718

Total Value Change

+$1.3M

Total Shares Change

+3,940

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
40,718
+6.7%
$4M0.0%$99.10
29
2026-Q1
Decreased
38,163
-48.4%
$3.4M0.0%$91.11
0
2025-Q4
Increased
73,912
+99.7%
$6.3M0.0%$86.49
44
2025-Q3
Increased
37,014
+6.4%
$3.1M0.0%$82.52
28
2025-Q2
Decreased
34,777
-12.9%
$2.7M0.0%$76.56
0
2025-Q1
Increased
39,913
+1.6%
$2.8M0.0%$69.89
27
2024-Q4
Increased
39,284
+6.8%
$2.8M0.0%$71.08
28
2024-Q3
Increased
36,778
+3.2%
$2.7M0.0%$71.78
27

Other major holders of AVGE: COMMONWEALTH EQUITY SERVICES, LLC, AQR CAPITAL MANAGEMENT LLC, IEQ CAPITAL, LLC

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