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Castle Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-2,218
Closed -$84K – 145
2022
Q3 		$84K Buy
+2,218
New +$93.2K 0.05% 157

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $251M AUM 22.21% 1-Year Est. Return

Castle Wealth Management's AVIV Position: Q4 2022 in Review

Castle Wealth Management sold out of Avantis International Large Cap Value ETF (AVIV) in Q4 2022, closing a stake of 2,218 shares — an estimated $84K sold.

Castle Wealth Management first reported a position in AVIV in Q3 2022 and held it in 1 quarter. The position peaked at $84K in Q3 2022. 45 funds tracked by Wall St. Rank hold AVIV as of Q4 2022.

  • Castle Wealth Management reported no remaining Avantis International Large Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 2,218 Avantis International Large Cap Value ETF shares in Q4 2022, an estimated $84K.
  • Castle Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Castle Wealth Management's Avantis International Large Cap Value ETF position peaked at $84K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.