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Steward Partners Investment Advisory’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Steward Partners Investment Advisory’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-101
Closed -$5.62K – 3571
2023
Q4 		$5.62K Buy
+101
New +$5.24K ﹤0.01% 2918

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
AA
AlphaQ Advisors Winter Park, Florida $41.7M AUM 12.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Steward Partners Investment Advisory's AVLC Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Avantis US Large Cap Equity ETF (AVLC) in Q1 2024, closing a stake of 101 shares — an estimated $5.62K sold.

Steward Partners Investment Advisory first reported a position in AVLC in Q4 2023 and held it in 1 quarter. The position peaked at $5.62K in Q4 2023. 11 funds tracked by Wall St. Rank hold AVLC as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Avantis US Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 101 Avantis US Large Cap Equity ETF shares in Q1 2024, an estimated $5.62K.
  • Steward Partners Investment Advisory first reported a position in Avantis US Large Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Avantis US Large Cap Equity ETF position peaked at $5.62K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.