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My Personal CFO LLC’s Avantis US Large Cap Value ETF AVLV Stock Holding History

My Personal CFO LLC’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
Q3 		– Sell
-6,524
Closed -$410K – 91
2024
Q2 		$410K Buy
6,524
+1,894
+41% +$119K 0.22% 71
2024
Q1 		$298K Buy
+4,630
New +$277K 0.17% 81

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

My Personal CFO LLC sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2024, closing a stake of 6,524 shares — an estimated $410K sold.

My Personal CFO LLC first reported a position in AVLV in Q1 2024 and held it in 2 quarters. The position peaked at $410K in Q2 2024. 278 funds tracked by Wall St. Rank hold AVLV as of Q3 2024.

  • My Personal CFO LLC reported no remaining Avantis US Large Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • My Personal CFO LLC sold 6,524 Avantis US Large Cap Value ETF shares in Q3 2024, an estimated $410K.
  • My Personal CFO LLC first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • My Personal CFO LLC's Avantis US Large Cap Value ETF position peaked at $410K in Q2 2024.
  • 278 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2024.

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