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Arista Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Arista Wealth Management’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,664
Closed -$245K – 67
2024
Q4 		$245K Buy
3,664
+153
+4% +$10.4K 0.06% 59
2024
Q3 		$231K Buy
+3,511
New +$223K 0.06% 62

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Arista Wealth Management's AVLV Position: Q1 2025 in Review

Arista Wealth Management sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2025, closing a stake of 3,664 shares — an estimated $245K sold.

Arista Wealth Management first reported a position in AVLV in Q3 2024 and held it in 2 quarters. The position peaked at $245K in Q4 2024. 359 funds tracked by Wall St. Rank hold AVLV as of Q1 2025.

  • Arista Wealth Management reported no remaining Avantis US Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Arista Wealth Management sold 3,664 Avantis US Large Cap Value ETF shares in Q1 2025, an estimated $245K.
  • Arista Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and held it in 2 quarters.
  • Arista Wealth Management's Avantis US Large Cap Value ETF position peaked at $245K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2025.

Based on Arista Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.