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Burleson & Co’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Burleson & Co’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
2022
Q4 		$142K Buy
+2,836
New +$142K 0.04% 139

Other funds holding AVLV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JIC
JRM Investment Counsel Omaha, Nebraska $375M AUM 13.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Burleson & Co's AVLV Position: Q4 2022 in Review

Burleson & Co opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q4 2022: 2,836 shares worth $142K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings.

87 funds tracked by Wall St. Rank hold AVLV as of Q4 2022.

  • Burleson & Co held 2,836 shares of Avantis US Large Cap Value ETF worth $142K as of Q4 2022.
  • Avantis US Large Cap Value ETF was a new Burleson & Co position in Q4 2022.
  • Avantis US Large Cap Value ETF made up 0.04% of Burleson & Co's portfolio in Q4 2022, its #139 holding.
  • 87 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.