KFS
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Kelly Financial Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-8
Closed -$503 – 158
2024
Q2 		$503 Buy
+8
New +$501 ﹤0.01% 703

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Comerica Bank
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American Century Companies
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Kelly Financial Services's AVLV Position: Q3 2024 in Review

Kelly Financial Services sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2024, closing a stake of 8 shares — an estimated $503 sold.

Kelly Financial Services first reported a position in AVLV in Q2 2024 and held it in 1 quarter. The position peaked at $503 in Q2 2024. 278 funds tracked by Wall St. Rank hold AVLV as of Q3 2024.

  • Kelly Financial Services reported no remaining Avantis US Large Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 8 Avantis US Large Cap Value ETF shares in Q3 2024, an estimated $503.
  • Kelly Financial Services first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's Avantis US Large Cap Value ETF position peaked at $503 in Q2 2024.
  • 278 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.