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Soltis Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Soltis Investment Advisors’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
Q4 		– Sell
-3,247
Closed -$214K – 374
2024
Q3 		$214K Buy
+3,247
New +$207K 0.02% 340

Other funds holding AVLV

Wealth Enhancement Advisory Services
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Soltis Investment Advisors's AVLV Position: Q4 2024 in Review

Soltis Investment Advisors sold out of Avantis US Large Cap Value ETF (AVLV) in Q4 2024, closing a stake of 3,247 shares — an estimated $214K sold.

Soltis Investment Advisors first reported a position in AVLV in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 345 funds tracked by Wall St. Rank hold AVLV as of Q4 2024.

  • Soltis Investment Advisors reported no remaining Avantis US Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Soltis Investment Advisors sold 3,247 Avantis US Large Cap Value ETF shares in Q4 2024, an estimated $214K.
  • Soltis Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Soltis Investment Advisors's Avantis US Large Cap Value ETF position peaked at $214K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2024.

Based on Soltis Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.