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Capasso Planning Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Capasso Planning Partners’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 		– Sell
-6,626
Closed -$358K – 142
2024
Q1 		$358K Hold
6,626
– – 0.15% 79
2023
Q4 		$341K Buy
6,626
+468
+8% +$22.8K 0.16% 78
2023
Q3 		$296K Buy
6,158
+739
+14% +$36.2K 0.16% 73
2023
Q2 		$264K Buy
5,419
+120
+2% +$5.84K 0.14% 82
2023
Q1 		$255K Buy
5,299
+463
+10% +$22.2K 0.15% 82
2022
Q4 		$218K Buy
+4,836
New +$208K 0.14% 89

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 $186M AUM 16.43% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $251M AUM 22.21% 1-Year Est. Return

Capasso Planning Partners's AVIV Position: Q2 2024 in Review

Capasso Planning Partners sold out of Avantis International Large Cap Value ETF (AVIV) in Q2 2024, closing a stake of 6,626 shares — an estimated $358K sold.

Capasso Planning Partners first reported a position in AVIV in Q4 2022 and held it in 6 quarters. The position peaked at $358K in Q1 2024. 93 funds tracked by Wall St. Rank hold AVIV as of Q2 2024.

  • Capasso Planning Partners reported no remaining Avantis International Large Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 6,626 Avantis International Large Cap Value ETF shares in Q2 2024, an estimated $358K.
  • Capasso Planning Partners first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and held it in 6 quarters.
  • Capasso Planning Partners's Avantis International Large Cap Value ETF position peaked at $358K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2024.

Based on Capasso Planning Partners's 13F filing for Q2 2024, filed 2 Dec 2024.