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Financial Counselors Inc’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Financial Counselors Inc’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,946
Closed -$461K – 573
2023
Q4 		$461K Buy
+8,946
New +$435K 0.01% 417

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AP
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FWP
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WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $280M AUM 27.14% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Financial Counselors Inc's AVIV Position: Q1 2024 in Review

Financial Counselors Inc sold out of Avantis International Large Cap Value ETF (AVIV) in Q1 2024, closing a stake of 8,946 shares — an estimated $461K sold.

Financial Counselors Inc first reported a position in AVIV in Q4 2023 and held it in 1 quarter. The position peaked at $461K in Q4 2023. 90 funds tracked by Wall St. Rank hold AVIV as of Q1 2024.

  • Financial Counselors Inc reported no remaining Avantis International Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 8,946 Avantis International Large Cap Value ETF shares in Q1 2024, an estimated $461K.
  • Financial Counselors Inc first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Financial Counselors Inc's Avantis International Large Cap Value ETF position peaked at $461K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2024.

Based on Financial Counselors Inc's 13F filing for Q1 2024, filed 2 May 2024.