EWM
AVLV icon

Executive Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Executive Wealth Management’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
2024
Q4 		$11.5M Buy
172,862
+14,797
+9% +$1.01M 0.9% 26
2024
Q3 		$10.4M Buy
+158,065
New +$10.1M 0.82% 32
2024
Q2 		– Sell
-134,546
Closed -$8.63M – 135
2024
Q1 		$8.63M Buy
+134,546
New +$8.06M 0.76% 42

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Executive Wealth Management's AVLV Position: Q4 2024 in Review

Executive Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 9.4% in Q4 2024, buying an estimated $1.01M and bringing the position to 172,862 shares worth $11.5M. The position accounts for 0.9% of the portfolio, ranked #26.

Executive Wealth Management first reported a position in AVLV in Q1 2024 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold AVLV as of Q4 2024.

  • Executive Wealth Management held 172,862 shares of Avantis US Large Cap Value ETF worth $11.5M as of Q4 2024.
  • Executive Wealth Management bought 14,797 Avantis US Large Cap Value ETF shares in Q4 2024, an estimated $1.01M.
  • Avantis US Large Cap Value ETF made up 0.9% of Executive Wealth Management's portfolio in Q4 2024, its #26 holding.
  • Executive Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.