Cyndeo Wealth Partners 13F: New $23M Stake in AVEM

Cyndeo Wealth Partners has opened a new position in the Avantis Emerging Markets Equity ETF (AVEM), acquiring 241,490 shares valued at approximately $22.7 million, according to a filing on October 16, 2026.

What Changed in Cyndeo Wealth Partners' Avantis Position

Cyndeo Wealth Partners initiated this new stake in the Avantis Emerging Markets Equity ETF, marking a significant entry into the fund. This purchase resulted in a total of 241,490 shares held by the firm, reflecting a substantial commitment to emerging markets investment.

Other Institutional Activity in Avantis

There is no recent data from other institutional investors regarding their activities in the Avantis Emerging Markets Equity ETF.

Avantis Emerging Markets Equity ETF Stock Down 1.7%

As of October 16, 2026, the Avantis Emerging Markets Equity ETF was recently traded around $88.90. This price is below its 50-day moving average of $94.10 and its 200-day moving average of $89.61. Additionally, the shares are about 11.8% below their 52-week high of $100.83 but are 20.5% above the 52-week low of $73.79.

Recent Earnings

There are no recent earnings data available for the Avantis Emerging Markets Equity ETF to report at this time.

Dividend

The Avantis Emerging Markets Equity ETF offers a dividend yield of 2.56%.

Insider Buying and Selling at Avantis Emerging Markets Equity ETF

There are currently no reported insider transactions for the Avantis Emerging Markets Equity ETF.

About Avantis Emerging Markets Equity ETF

The Avantis Emerging Markets Equity ETF invests primarily in a diverse group of companies related to emerging markets. It focuses on various market sectors, industry groups, and countries, making it a vehicle for investors looking to tap into the growth potential of these markets. The fund usually invests at least 80% of its assets in equity securities of companies tied to emerging market nations.

Bottom Line

Cyndeo Wealth Partners' new position in the Avantis Emerging Markets Equity ETF highlights its interest in emerging markets. The filing reflects holdings as of the reporting period and may not represent Cyndeo’s current position. Investors should monitor future 13F filings for potential updates on Cyndeo's strategy and changes in its portfolio. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.