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Israel Englander’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Israel Englander’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
2025
Q1 		– Sell
-9,218
Closed -$615K – 5841
2024
Q4 		$615K Buy
+9,218
New +$627K ﹤0.01% 4579

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Israel Englander's AVLV Position: Q1 2025 in Review

Israel Englander sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2025, closing a stake of 9,218 shares — an estimated $615K sold.

Israel Englander first reported a position in AVLV in Q4 2024 and held it in 1 quarter. The position peaked at $615K in Q4 2024. 359 funds tracked by Wall St. Rank hold AVLV as of Q1 2025.

  • Israel Englander reported no remaining Avantis US Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Israel Englander sold 9,218 Avantis US Large Cap Value ETF shares in Q1 2025, an estimated $615K.
  • Israel Englander first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Israel Englander's Avantis US Large Cap Value ETF position peaked at $615K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.