LPL Financial
AVIV icon

LPL Financial’s Avantis International Large Cap Value ETF AVIV Stock Holding History

LPL Financial’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
Q1 		$20.2M Buy
269,407
+106,304
+65% +$8.05M 0.01% 1466
2025
Q4 		$11.6M Buy
163,103
+18,030
+12% +$1.24M ﹤0.01% 1797
2025
Q3 		$9.78M Buy
145,073
+17,572
+14% +$1.14M ﹤0.01% 1883
2025
Q2 		$7.94M Buy
127,501
+66,218
+108% +$3.92M ﹤0.01% 1930
2025
Q1 		$3.47M Buy
61,283
+23,145
+61% +$1.28M ﹤0.01% 2443
2024
Q4 		$1.98M Buy
38,138
+14,561
+62% +$784K ﹤0.01% 2869
2024
Q3 		$1.32M Sell
23,577
-375
-2% -$20.2K ﹤0.01% 3126
2024
Q2 		$1.26M Buy
23,952
+12,596
+111% +$679K ﹤0.01% 3038
2024
Q1 		$614K Buy
11,356
+4,663
+70% +$240K ﹤0.01% 3603
2023
Q4 		$345K Buy
6,693
+845
+14% +$41.1K ﹤0.01% 3985
2023
Q3 		$282K Buy
+5,848
New +$287K ﹤0.01% 3975

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return