TCI Wealth Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

TCI Wealth Advisors’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$338K	Sell	4,514 -99	-2%	-$7.5K	0.02%	179
2025 Q4	$329K	Buy	4,613 +585	+15%	+$40.4K	0.02%	181
2025 Q3	$272K	Hold	4,028	–	–	0.02%	204
2025 Q2	$251K	Sell	4,028 -46	-1%	-$2.73K	0.02%	203
2025 Q1	$231K	Buy	+4,074	New	+$225K	0.02%	203
2024 Q4	–	Sell	-3,726	Closed	-$209K	–	232
2024 Q3	$209K	Buy	+3,726	New	+$201K	0.02%	226
2023 Q2	–	Sell	-626	Closed	-$30.2K	–	378
2023 Q1	$30.2K	Buy	626 +28	+5%	+$1.34K	﹤0.01%	561
2022 Q4	$27K	Hold	598	–	–	﹤0.01%	582
2022 Q3	$23K	Buy	598 +92	+18%	+$3.87K	﹤0.01%	590
2022 Q2	$22K	Hold	506	–	–	﹤0.01%	607
2022 Q1	$25K	Hold	506	–	–	﹤0.01%	594
2021 Q4	$26K	Buy	+506	New	+$25.6K	﹤0.01%	589

Other funds holding AVIV

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return