CPWM LLC’s Avantis US Large Cap Value ETF AVLV Stock Holding History

CPWM LLC’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 Q3	$706K	Sell	15,896 -497	-3%	-$24.1K	0.07%	158
2022 Q2	$756K	Buy	16,393 +2,387	+17%	+$122K	0.07%	183
2022 Q1	$757K	Buy	+14,006	New	+$741K	0.05%	170

Other funds holding AVLV

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

JRM Investment Counsel Omaha, Nebraska $375M AUM 13.43% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return