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Cutler Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cutler Group’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
2023
Q3 		– Sell
-860
Closed -$45K – 3768
2023
Q2 		$45K Buy
+860
New +$43.9K 0.01% 1345

Other funds holding AVLV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cutler Group's AVLV Position: Q3 2023 in Review

Cutler Group sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2023, closing a stake of 860 shares — an estimated $45K sold.

Cutler Group first reported a position in AVLV in Q2 2023 and held it in 1 quarter. The position peaked at $45K in Q2 2023. 142 funds tracked by Wall St. Rank hold AVLV as of Q3 2023.

  • Cutler Group reported no remaining Avantis US Large Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 860 Avantis US Large Cap Value ETF shares in Q3 2023, an estimated $45K.
  • Cutler Group first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Cutler Group's Avantis US Large Cap Value ETF position peaked at $45K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.