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Wipfli Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Wipfli Financial 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
2022
Q3 		$490K Sell
11,034
-2,344
-18% -$114K 0.03% 224
2022
Q2 		$617K Buy
13,378
+908
+7% +$46.3K 0.07% 50
2022
Q1 		$674K Buy
+12,470
New +$660K 0.07% 51

Other funds holding AVLV

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
JIC
JRM Investment Counsel Omaha, Nebraska $375M AUM 13.43% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wipfli Financial Advisors's AVLV Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 18% in Q3 2022, selling an estimated $114K and leaving 11,034 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #224.

Wipfli Financial Advisors first reported a position in AVLV in Q1 2022 and has held it in 3 quarters since. The position peaked at $674K in Q1 2022. 56 funds tracked by Wall St. Rank hold AVLV as of Q3 2022.

  • Wipfli Financial Advisors held 11,034 shares of Avantis US Large Cap Value ETF worth $490K as of Q3 2022.
  • Wipfli Financial Advisors sold 2,344 Avantis US Large Cap Value ETF shares in Q3 2022, an estimated $114K.
  • Avantis US Large Cap Value ETF made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #224 holding.
  • Wipfli Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's Avantis US Large Cap Value ETF position peaked at $674K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.