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Life Planning Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Life Planning Partners’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
-750
Closed -$43.3K – 79
2023
Q4 		$43.3K Buy
+750
New +$40.3K 0.04% 110
2022
Q3 		$33.3K Buy
750
+320
+74% +$15.5K 0.04% 101
2022
Q2 		$20K Hold
430
– – 0.02% 121
2022
Q1 		$23K Buy
+430
New +$22.8K 0.02% 115

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

Life Planning Partners's AVLV Position: Q1 2024 in Review

Life Planning Partners sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2024, closing a stake of 750 shares — an estimated $43.3K sold.

Life Planning Partners first reported a position in AVLV in Q1 2022 and held it in 4 quarters. The position peaked at $43.3K in Q4 2023. 224 funds tracked by Wall St. Rank hold AVLV as of Q1 2024.

  • Life Planning Partners reported no remaining Avantis US Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 750 Avantis US Large Cap Value ETF shares in Q1 2024, an estimated $43.3K.
  • Life Planning Partners first reported a position in Avantis US Large Cap Value ETF in Q1 2022 and held it in 4 quarters.
  • Life Planning Partners's Avantis US Large Cap Value ETF position peaked at $43.3K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.