DTL
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Dynamic Technology Lab’s Mission Produce AVO Stock Holding History

Dynamic Technology Lab’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,700
Closed -$177K – 748
2025
Q3 		$177K Buy
+14,700
New +$182K 0.03% 695
2025
Q1 		– Sell
-28,426
Closed -$408K – 1002
2024
Q4 		$408K Sell
28,426
-53,388
-65% -$690K 0.07% 529
2024
Q3 		$1.05M Buy
81,814
+8,058
+11% +$89.3K 0.11% 308
2024
Q2 		$729K Buy
+73,756
New +$843K 0.08% 398

Other funds holding AVO

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PWM
Platform Wealth Management Holladay, Utah $376M AUM
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
WLC
Walnut Level Capital Denver, Colorado $87.6M AUM 59.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return