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Life Planning Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Life Planning Partners’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 		$303K Hold
3,920
– – 0.23% 59
2026
Q1 		$293K Hold
3,920
– – 0.22% 58
2025
Q4 		$279K Hold
3,920
– – 0.21% 60
2025
Q3 		$264K Hold
3,920
– – 0.19% 63
2025
Q2 		$244K Hold
3,920
– – 0.19% 62
2025
Q1 		$222K Hold
3,920
– – 0.2% 58
2024
Q4 		$203K Hold
3,920
– – 0.19% 58
2024
Q3 		$220K Hold
3,920
– – 0.2% 58
2024
Q2 		$206K Hold
3,920
– – 0.19% 59
2024
Q1 		$212K Sell
3,920
-659
-14% -$33.9K 0.21% 60
2023
Q4 		$236K Buy
+4,579
New +$223K 0.23% 54
2022
Q3 		$86.3K Buy
2,270
+1,210
+114% +$50.8K 0.1% 73
2022
Q2 		$45K Hold
1,060
– – 0.05% 93
2022
Q1 		$53K Buy
+1,060
New +$53.7K 0.05% 86

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Life Planning Partners's AVIV Position: Q2 2026 in Review

Life Planning Partners held its Avantis International Large Cap Value ETF (AVIV) position steady in Q2 2026 at 3,920 shares worth $303K. The position accounts for 0.23% of the portfolio, ranked #59.

Life Planning Partners first reported a position in AVIV in Q1 2022 and has held it in 14 quarters since. 105 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Life Planning Partners held 3,920 shares of Avantis International Large Cap Value ETF worth $303K as of Q2 2026.
  • Life Planning Partners left its Avantis International Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Large Cap Value ETF made up 0.23% of Life Planning Partners's portfolio in Q2 2026, its #59 holding.
  • Life Planning Partners first reported a position in Avantis International Large Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
  • 105 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.