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Evelyn V. Moreno’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Evelyn V. Moreno’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
Q4 		$5.08M Buy
+87,875
New +$4.73M 2.4% 7

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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Evelyn V. Moreno's AVLV Position: Q4 2023 in Review

Evelyn V. Moreno opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q4 2023: 87,875 shares worth $5.08M. The stake represents 2.4% of the portfolio and ranks #7 among its holdings.

189 funds tracked by Wall St. Rank hold AVLV as of Q4 2023.

  • Evelyn V. Moreno held 87,875 shares of Avantis US Large Cap Value ETF worth $5.08M as of Q4 2023.
  • Avantis US Large Cap Value ETF was a new Evelyn V. Moreno position in Q4 2023.
  • Avantis US Large Cap Value ETF made up 2.4% of Evelyn V. Moreno's portfolio in Q4 2023, its #7 holding.
  • 189 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.