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Jay D. Rosenbaum’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Jay D. Rosenbaum’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
Q1 		– Sell
-15,785
Closed -$912K – 31
2023
Q4 		$912K Buy
+15,785
New +$849K 2.36% 7

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Jay D. Rosenbaum's AVLV Position: Q1 2024 in Review

Jay D. Rosenbaum sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2024, closing a stake of 15,785 shares — an estimated $912K sold.

Jay D. Rosenbaum first reported a position in AVLV in Q4 2023 and held it in 1 quarter. The position peaked at $912K in Q4 2023. 224 funds tracked by Wall St. Rank hold AVLV as of Q1 2024.

  • Jay D. Rosenbaum reported no remaining Avantis US Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Jay D. Rosenbaum sold 15,785 Avantis US Large Cap Value ETF shares in Q1 2024, an estimated $912K.
  • Jay D. Rosenbaum first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Jay D. Rosenbaum's Avantis US Large Cap Value ETF position peaked at $912K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2024.

Based on Jay D. Rosenbaum's 13F filing for Q1 2024, filed 15 May 2024.