AVEM — Avantis Emerging Markets Equity ETF

Ownership history in Able Wealth Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in Avantis Emerging Markets Equity ETF (AVEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.17% (2025 Q2)
Avg. % of fund
0.11%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,724 -1,110 -23.0% 0.11% $280K $73.91
2025 Q2 ADDED 4,834 +3,511 +265.4% 0.17% $331K $67.45
2023 Q4 INITIATED 1,323 — — 0.07% $75K —
% of Fund (quarterly)    AVEM price (monthly, adj. close)

Other funds also holding AVEM

As of 2025 Q4 — sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% ACT Advisors, LLC. 3Y 9.34% Armstrong, Fleming & Moore, Inc 8.32% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7%
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