Walkner Condon Financial Advisors LLC quarter change: Foreign ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Walkner Condon Financial Advisors LLC opened 1 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was AVSE (+$601,662); the largest decrease was AVSE (-$469,642).
- AVSE: Country of operation —; Class AVANTIS RESPONSI; Shares 2026-03-31 7,055; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1817494): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sargent Investment Group, LLC | United States | $0.759B | 271 |
| Opaleye Management Inc. | United States | $0.759B | 54 |
| CULLEN INVESTMENT GROUP, LTD. | United States | $0.758B | 179 |
| Integrity Advisory Solutions, LLC | United States | $0.757B | 293 |
| Tennessee Valley Asset Management Partners | United States | $0.757B | 191 |
| Ranmore Fund Management Ltd | United Kingdom | $0.757B | 20 |
| Cannon Financial Strategists, Inc. | United States | $0.761B | 109 |
| Meridian Wealth Advisors, LLC | United States | $0.756B | 202 |
| Boxer Capital Management, LLC | United States | $0.762B | 54 |
| Gibbs Wealth Management | United States | $0.762B | 433 |