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Fortune Financial Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Fortune Financial Advisors’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
Q3 		– Sell
-24,179
Closed -$1.27M – 91
2024
Q2 		$1.27M Buy
24,179
+7,863
+48% +$424K 0.78% 41
2024
Q1 		$882K Buy
+16,316
New +$840K 0.56% 55

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 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
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortune Financial Advisors's AVIV Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Avantis International Large Cap Value ETF (AVIV) in Q3 2024, closing a stake of 24,179 shares — an estimated $1.27M sold.

Fortune Financial Advisors first reported a position in AVIV in Q1 2024 and held it in 2 quarters. The position peaked at $1.27M in Q2 2024. 105 funds tracked by Wall St. Rank hold AVIV as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Avantis International Large Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 24,179 Avantis International Large Cap Value ETF shares in Q3 2024, an estimated $1.27M.
  • Fortune Financial Advisors first reported a position in Avantis International Large Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Fortune Financial Advisors's Avantis International Large Cap Value ETF position peaked at $1.27M in Q2 2024.
  • 105 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.