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Patriot Financial Group Insurance Agency’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-179
Closed -$8K – 515
2022
Q2 		$8K Buy
+179
New +$9.12K ﹤0.01% 1318

Other funds holding AVLV

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
JIC
JRM Investment Counsel Omaha, Nebraska $375M AUM 13.43% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AVLV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2022, closing a stake of 179 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in AVLV in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 56 funds tracked by Wall St. Rank hold AVLV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Avantis US Large Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 179 Avantis US Large Cap Value ETF shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Avantis US Large Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Avantis US Large Cap Value ETF position peaked at $8K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.