Peterson Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Peterson Financial Group’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	$18.4K	Buy	+279	New	+$17.8K	0.07%	157

Other funds holding AVLV

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Peterson Financial Group's AVLV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2024: 279 shares worth $18.4K. The stake represents 0.07% of the portfolio and ranks #157 among its holdings.

278 funds tracked by Wall St. Rank hold AVLV as of Q3 2024.

Peterson Financial Group held 279 shares of Avantis US Large Cap Value ETF worth $18.4K as of Q3 2024.
Avantis US Large Cap Value ETF was a new Peterson Financial Group position in Q3 2024.
Avantis US Large Cap Value ETF made up 0.07% of Peterson Financial Group's portfolio in Q3 2024, its #157 holding.
278 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.