Corient Private Wealth
AVIV icon

Corient Private Wealth’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Corient Private Wealth’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
2026
Q1 		$4.59M Sell
61,545
-52,731
-46% -$3.99M 0.01% 884
2025
Q4 		$8.14M Buy
114,276
+108,104
+1,752% +$7.46M 0.01% 849
2025
Q3 		$416K Sell
6,172
-52,552
-89% -$3.4M ﹤0.01% 1915
2025
Q2 		$3.65M Buy
58,724
+55,094
+1,518% +$3.26M ﹤0.01% 802
2025
Q1 		$206K Buy
+3,630
New +$201K ﹤0.01% 2063
2024
Q3 		– Sell
-4,265
Closed -$224K – 2467
2024
Q2 		$224K Buy
+4,265
New +$230K ﹤0.01% 2069

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return