Avidian Wealth Enterprises
AVIV icon

Avidian Wealth Enterprises’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Avidian Wealth Enterprises’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.99M Sell
75,237
-5,652
-7% -$459K 0.17% 91
2026
Q2 		$6.26M Sell
80,889
-1,194
-1% -$93.4K 0.17% 92
2026
Q1 		$6.14M Buy
+82,083
New +$6.22M 0.19% 80

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Harbor Group
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CA
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Prosperity Planning
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EntreWealth
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Avidian Wealth Enterprises's AVIV Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Avantis International Large Cap Value ETF (AVIV) stake by 7% in Q3 2026, selling an estimated $459K and leaving 75,237 shares worth $5.99M. The position accounts for 0.17% of the portfolio, ranked #91.

Avidian Wealth Enterprises first reported a position in AVIV in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.26M in Q2 2026. 43 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • Avidian Wealth Enterprises held 75,237 shares of Avantis International Large Cap Value ETF worth $5.99M as of Q3 2026.
  • Avidian Wealth Enterprises sold 5,652 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $459K.
  • Avantis International Large Cap Value ETF made up 0.17% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #91 holding.
  • Avidian Wealth Enterprises first reported a position in Avantis International Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Avantis International Large Cap Value ETF position peaked at $6.26M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.