Premier Path Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.09M Buy
89,293
+2,489
+3% +$170K 0.85% 29
2025
Q1
$5.66M Buy
86,804
+2,262
+3% +$148K 0.88% 26
2024
Q4
$5.64M Buy
84,542
+3,379
+4% +$226K 0.86% 27
2024
Q3
$5.34M Buy
81,163
+6,937
+9% +$457K 0.84% 27
2024
Q2
$4.66M Buy
+74,226
New +$4.66M 0.79% 30