Bridge Advisory’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bridge Advisory’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
2024 Q3	$309K	Buy	4,692 +19	+0.4%	+$1.21K	0.15%	81
2024 Q2	$294K	Sell	4,673 -727	-13%	-$45.6K	0.14%	81
2024 Q1	$347K	Sell	5,400 -1,132	-17%	-$67.8K	0.17%	80
2023 Q4	$377K	Sell	6,532 -45,433	-87%	-$2.44M	0.19%	84
2023 Q3	$2.74M	Buy	51,965 +1,323	+3%	+$71.7K	0.96%	26
2023 Q2	$2.7M	Buy	50,642 +1,996	+4%	+$102K	0.99%	26
2023 Q1	$2.49M	Sell	48,646 -390	-0.8%	-$20.2K	0.96%	26
2022 Q4	$2.46M	Buy	49,036 +4,015	+9%	+$201K	1.03%	23
2022 Q3	$2M	Buy	+45,021	New	+$2.18M	0.98%	22

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bridge Advisory's AVLV Position: Q3 2024 in Review

Bridge Advisory increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.41% in Q3 2024, buying an estimated $1.21K and bringing the position to 4,692 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #81.

Bridge Advisory first reported a position in AVLV in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.74M in Q3 2023. 278 funds tracked by Wall St. Rank hold AVLV as of Q3 2024.

Bridge Advisory held 4,692 shares of Avantis US Large Cap Value ETF worth $309K as of Q3 2024.
Bridge Advisory bought 19 Avantis US Large Cap Value ETF shares in Q3 2024, an estimated $1.21K.
Avantis US Large Cap Value ETF made up 0.15% of Bridge Advisory's portfolio in Q3 2024, its #81 holding.
Bridge Advisory first reported a position in Avantis US Large Cap Value ETF in Q3 2022 and has held it in 9 quarters since.
Bridge Advisory's Avantis US Large Cap Value ETF position peaked at $2.74M in Q3 2023.
278 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.