LAM Group’s Avantis International Large Cap Value ETF AVIV Stock Holding History

LAM Group’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
2026 Q2	$2.58M	Buy	33,345 +2,555	+8%	+$200K	1.28%	25
2026 Q1	$2.3M	Sell	30,790 -335	-1%	-$25.4K	1.27%	25
2025 Q4	$2.22M	Buy	31,125 +10,500	+51%	+$725K	1.27%	24
2025 Q3	$1.39M	Buy	20,625 +525	+3%	+$34K	0.86%	29
2025 Q2	$1.25M	Buy	20,100 +1,470	+8%	+$87.1K	0.84%	29
2025 Q1	$1.06M	Sell	18,630 -45	-0.2%	-$2.49K	0.78%	35
2024 Q4	$969K	Sell	18,675 -8,465	-31%	-$456K	0.69%	38
2024 Q3	$1.52M	Buy	27,140 +7,875	+41%	+$424K	1.08%	29
2024 Q2	$1.01M	Buy	19,265 +110	+0.6%	+$5.93K	0.85%	31
2024 Q1	$1.04M	Buy	19,155 +4,350	+29%	+$224K	0.84%	33
2023 Q4	$762K	Buy	14,805 +820	+6%	+$39.9K	0.69%	35
2023 Q3	$673K	Sell	13,985 -75	-0.5%	-$3.68K	0.66%	33
2023 Q2	$684K	Sell	14,060 -595	-4%	-$28.9K	0.64%	32
2023 Q1	$706K	Buy	14,655 +770	+6%	+$36.9K	0.69%	32
2022 Q4	$626K	Buy	+13,885	New	+$598K	0.64%	33

Other funds holding AVIV

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return