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Buckingham Strategic Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$4.54M Buy
72,245
+803
+1% +$50.3K 0.05% 152
2024
Q1 		$4.59M Buy
71,442
+2,138
+3% +$128K 0.05% 157
2023
Q4 		$4M Buy
69,304
+9,286
+15% +$499K 0.05% 155
2023
Q3 		$3.16M Buy
60,018
+892
+2% +$48.3K 0.04% 168
2023
Q2 		$3.15M Buy
59,126
+51,327
+658% +$2.62M 0.04% 171
2023
Q1 		$391K Hold
7,799
– – 0.01% 435
2022
Q4 		$391K Buy
+7,799
New +$391K 0.01% 437

Other funds holding AVLV

Wealth Enhancement Advisory Services
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Comerica Bank
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.1% in Q2 2024, buying an estimated $50.3K and bringing the position to 72,245 shares worth $4.54M. The position accounts for 0.05% of the portfolio, ranked #152.

Buckingham Strategic Wealth first reported a position in AVLV in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.59M in Q1 2024. 252 funds tracked by Wall St. Rank hold AVLV as of Q2 2024.

  • Buckingham Strategic Wealth held 72,245 shares of Avantis US Large Cap Value ETF worth $4.54M as of Q2 2024.
  • Buckingham Strategic Wealth bought 803 Avantis US Large Cap Value ETF shares in Q2 2024, an estimated $50.3K.
  • Avantis US Large Cap Value ETF made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #152 holding.
  • Buckingham Strategic Wealth first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 7 quarters since.
  • Buckingham Strategic Wealth's Avantis US Large Cap Value ETF position peaked at $4.59M in Q1 2024.
  • 252 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2024.

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