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AVLCAVLC
5 quarters

Position history for MAI Capital ManagementMAI Capital Management's holdings in AVANTIS U.S. LARGE CAP EQUITY ETF

MAI Capital Management holds 21,597 shares of AVLC (AVANTIS U.S. LARGE CAP EQUITY ETF), worth $1.9M as of 2026-Q2. The position was increased (+36.9% shares). AVLC represents 0.0% of MAI Capital Management's portfolio.

Current Value

$1.9M

Current Shares

21,597

Total Value Change

+$1.3M

Total Shares Change

+12,212

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,597
+36.9%
$1.9M0.0%$89.96
34
2026-Q1
Increased
15,773
+34.8%
$1.2M0.0%$80.52
33
2025-Q4
Increased
11,705
+9.1%
$920,2480.0%$79.23
27
2025-Q3
Increased
10,730
+14.3%
$820,9530.0%$76.13
28
2025-Q2
New
9,385
-
$666,7110.0%$70.32
34

Other major holders of AVLC: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV, JPMORGAN CHASE & CO

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