WMG Financial Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

WMG Financial 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	$314K	Hold	4,200	–	–	0.13%	71
2025 Q4	$299K	Sell	4,200 -400	-9%	-$27.6K	0.12%	82
2025 Q3	$310K	Hold	4,600	–	–	0.1%	140
2025 Q2	$286K	Hold	4,600	–	–	0.11%	138
2025 Q1	$261K	Hold	4,600	–	–	0.11%	131
2024 Q4	$239K	Hold	4,600	–	–	0.1%	141
2024 Q3	$258K	Hold	4,600	–	–	0.12%	136
2024 Q2	$241K	Buy	4,600 +500	+12%	+$27K	0.13%	132
2024 Q1	$222K	Hold	4,100	–	–	0.13%	129
2023 Q4	$211K	Buy	+4,100	New	+$199K	0.14%	112

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