LAM Group
AVIV icon

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
Q3 		$2.68M Buy
33,595
+250
+0.7% +$20.3K 1.35% 25
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
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Foundry Financial Group
Foundry Financial Group Laconia, New Hampshire $241M AUM 15.48% 1-Year Est. Return
Wright Wealth
Wright Wealth Atlanta, Georgia $174M AUM 16.27% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

LAM Group's AVIV Position: Q3 2026 in Review

LAM Group increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.75% in Q3 2026, buying an estimated $20.3K and bringing the position to 33,595 shares worth $2.68M. The position accounts for 1.35% of the portfolio, ranked #25.

LAM Group first reported a position in AVIV in Q4 2022 and has held it in 16 quarters since. 75 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • LAM Group held 33,595 shares of Avantis International Large Cap Value ETF worth $2.68M as of Q3 2026.
  • LAM Group bought 250 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $20.3K.
  • Avantis International Large Cap Value ETF made up 1.35% of LAM Group's portfolio in Q3 2026, its #25 holding.
  • LAM Group first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 75 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.