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My Personal CFO LLC’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

My Personal CFO LLC’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,760
Closed -$236K – 89
2024
Q2 		$236K Buy
+3,760
New +$230K 0.13% 98

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

My Personal CFO LLC's AVLC Position: Q3 2024 in Review

My Personal CFO LLC sold out of Avantis US Large Cap Equity ETF (AVLC) in Q3 2024, closing a stake of 3,760 shares — an estimated $236K sold.

My Personal CFO LLC first reported a position in AVLC in Q2 2024 and held it in 1 quarter. The position peaked at $236K in Q2 2024. 28 funds tracked by Wall St. Rank hold AVLC as of Q3 2024.

  • My Personal CFO LLC reported no remaining Avantis US Large Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • My Personal CFO LLC sold 3,760 Avantis US Large Cap Equity ETF shares in Q3 2024, an estimated $236K.
  • My Personal CFO LLC first reported a position in Avantis US Large Cap Equity ETF in Q2 2024 and held it in 1 quarter.
  • My Personal CFO LLC's Avantis US Large Cap Equity ETF position peaked at $236K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2024.

Based on My Personal CFO LLC's 13F filing for Q3 2024, filed 21 Oct 2024.