Avantax Planning Partners, Inc.
Position in AVGE — Avantis All Equity Markets ETF
CIK 1005441
DUBUQUE, IA
All Filings in AVGE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AVGE | $1,122,783 | 12,756 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 AVGE | $1,091,142 | 12,701 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 AVGE | $864,628 | 10,366 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 AVGE | $654,938 | 8,453 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 AVGE | $597,853 | 8,398 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||