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Atria Wealth Solutions’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Atria Wealth Solutions’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
Q2 		$427K Sell
6,264
-810
-11% -$52.2K 0.01% 988
2025
Q1 		$461K Sell
7,074
-526
-7% -$35.7K 0.01% 1242
2024
Q4 		$507K Buy
7,600
+1,878
+33% +$128K 0.01% 1275
2024
Q3 		$377K Buy
5,722
+1,897
+50% +$121K ﹤0.01% 1383
2024
Q2 		$240K Buy
3,825
+186
+5% +$11.7K ﹤0.01% 1644
2024
Q1 		$234K Sell
3,639
-105
-3% -$6.29K ﹤0.01% 1719
2023
Q4 		$216K Buy
+3,744
New +$201K ﹤0.01% 1728

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return