R.H. Bluestein & Co’s Avantis US Large Cap Value ETF AVLV Stock Holding History

R.H. Bluestein & Co’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	$238K	Buy	+5,348	New	+$259K	0.01%	285

Other funds holding AVLV

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

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

JRM Investment Counsel Omaha, Nebraska $413M AUM 20.78% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

R.H. Bluestein & Co's AVLV Position: Q3 2022 in Review

R.H. Bluestein & Co opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2022: 5,348 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

56 funds tracked by Wall St. Rank hold AVLV as of Q3 2022.

R.H. Bluestein & Co held 5,348 shares of Avantis US Large Cap Value ETF worth $238K as of Q3 2022.
Avantis US Large Cap Value ETF was a new R.H. Bluestein & Co position in Q3 2022.
Avantis US Large Cap Value ETF made up 0.01% of R.H. Bluestein & Co's portfolio in Q3 2022, its #285 holding.
56 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.