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Capital Investment Advisory Services’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Capital Investment Advisory Services’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
-173
Closed -$9.36K – 968
2024
Q1 		$9.36K Buy
+173
New +$8.91K ﹤0.01% 829

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FWP
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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 $231M AUM 22.2% 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

Capital Investment Advisory Services's AVIV Position: Q2 2024 in Review

Capital Investment Advisory Services sold out of Avantis International Large Cap Value ETF (AVIV) in Q2 2024, closing a stake of 173 shares — an estimated $9.36K sold.

Capital Investment Advisory Services first reported a position in AVIV in Q1 2024 and held it in 1 quarter. The position peaked at $9.36K in Q1 2024. 93 funds tracked by Wall St. Rank hold AVIV as of Q2 2024.

  • Capital Investment Advisory Services reported no remaining Avantis International Large Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 173 Avantis International Large Cap Value ETF shares in Q2 2024, an estimated $9.36K.
  • Capital Investment Advisory Services first reported a position in Avantis International Large Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Capital Investment Advisory Services's Avantis International Large Cap Value ETF position peaked at $9.36K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2024.

Based on Capital Investment Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.