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Robertson Stephens Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Robertson Stephens Wealth Management’s Portfolio AVLV Stock Details AVLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,073
Closed -$582K – 492
2023
Q4 		$582K Hold
10,073
– – 0.04% 286
2023
Q3 		$531K Buy
+10,073
New +$531K 0.04% 296