AVIG

Avantis Core Fixed Income

Latest period2024 - Q4Total superinvestors15

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 15 superinvestors own shares of Avantis Core Fixed Income (AVIG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Avantis Core Fixed Income (AVIG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Avantis Core Fixed Income (AVIG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Avantis Core Fixed Income (AVIG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 18.16%
0.16%
$15.452M
380,867 shares@ 40.58 avg price
Sean Murray@Quantum Financial Advisors, Llc
Recent Activity
Decreased -10.61%
0.7%
$4.548M
112,096 shares@ 40.58 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
3.48%
$3.66M
90,214 shares@ 40.58 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Decreased -0.21%
0.29%
$2.255M
55,572 shares@ 40.58 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased 0%
0.07%
$1.656M
40,822 shares@ 40.58 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
Decreased -61.83%
1.04%
$1.451M
35,759 shares@ 40.57 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Increased 12.11%
0.27%
$982,813
24,225 shares@ 40.58 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Decreased -48.39%
0.14%
$861,655
21,239 shares@ 40.57 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 142.08%
0.07%
$852,798
21,235 shares@ 40.17 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.45%
0.02%
$392,350
9,671 shares@ 40.57 avg price