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WealthPlan Investment Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

WealthPlan Investment Management’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
2025
Q3 		– Sell
-4,543
Closed -$323K – 337
2025
Q2 		$323K Buy
+4,543
New +$298K 0.02% 283

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPlan Investment Management's AVLC Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Avantis US Large Cap Equity ETF (AVLC) in Q3 2025, closing a stake of 4,543 shares — an estimated $323K sold.

WealthPlan Investment Management first reported a position in AVLC in Q2 2025 and held it in 1 quarter. The position peaked at $323K in Q2 2025. 64 funds tracked by Wall St. Rank hold AVLC as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Avantis US Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,543 Avantis US Large Cap Equity ETF shares in Q3 2025, an estimated $323K.
  • WealthPlan Investment Management first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's Avantis US Large Cap Equity ETF position peaked at $323K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.