Modern Wealth Management, LLC
Position in AVGE — Avantis All Equity Markets ETF
CIK 2001900
KANSAS CITY, MO
All Filings in AVGE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AVGE | $1,701,602 | 19,332 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 AVGE | $1,796,206 | 20,908 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 AVGE | $1,730,090 | 20,742 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 AVGE | $1,559,904 | 20,133 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 AVGE | $1,467,297 | 20,611 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 AVGE | $1,543,869 | 21,333 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 AVGE | $16,110,455 | 218,092 | Shares | Sole | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||