AWM
AVLV icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,664
Closed -$245K – 67
2024
Q4 		$245K Buy
3,664
+153
+4% +$10.2K 0.06% 59
2024
Q3 		$231K Buy
+3,511
New +$231K 0.06% 62