LRI Investments’s Avantis International Large Cap Value ETF AVIV Stock Holding History

LRI Investments’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	$1.62M	Hold	20,908	–	–	0.13%	87
2026 Q1	$1.56M	Hold	20,908	–	–	0.14%	82
2025 Q4	$1.49M	Hold	20,908	–	–	0.12%	83
2025 Q3	$1.41M	Hold	20,908	–	–	0.12%	85
2025 Q2	$1.3M	Hold	20,908	–	–	0.11%	85
2025 Q1	$1.19M	Buy	+20,908	New	+$1.16M	0.11%	90

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