BSW
AVIV icon

Buckingham Strategic Wealth’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$4.02M Buy
76,713
+288
+0.4% +$15.5K 0.04% 168
2024
Q1 		$4.13M Buy
76,425
+1,256
+2% +$64.7K 0.04% 164
2023
Q4 		$3.87M Sell
75,169
-6,447
-8% -$314K 0.05% 160
2023
Q3 		$3.93M Buy
81,616
+690
+0.9% +$33.8K 0.06% 150
2023
Q2 		$3.94M Buy
+80,926
New +$3.94M 0.06% 149

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $251M AUM 22.21% 1-Year Est. Return

Buckingham Strategic Wealth's AVIV Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.38% in Q2 2024, buying an estimated $15.5K and bringing the position to 76,713 shares worth $4.02M. The position accounts for 0.04% of the portfolio, ranked #168.

Buckingham Strategic Wealth first reported a position in AVIV in Q2 2023 and has held it in 5 quarters since. The position peaked at $4.13M in Q1 2024. 93 funds tracked by Wall St. Rank hold AVIV as of Q2 2024.

  • Buckingham Strategic Wealth held 76,713 shares of Avantis International Large Cap Value ETF worth $4.02M as of Q2 2024.
  • Buckingham Strategic Wealth bought 288 Avantis International Large Cap Value ETF shares in Q2 2024, an estimated $15.5K.
  • Avantis International Large Cap Value ETF made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #168 holding.
  • Buckingham Strategic Wealth first reported a position in Avantis International Large Cap Value ETF in Q2 2023 and has held it in 5 quarters since.
  • Buckingham Strategic Wealth's Avantis International Large Cap Value ETF position peaked at $4.13M in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.