Back to LPL Financial LLC LPL Financial LLC

AVLCAVLC
10 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in AVANTIS U.S. LARGE CAP EQUITY ETF

LPL Financial LLC holds 422,791 shares of AVLC (AVANTIS U.S. LARGE CAP EQUITY ETF), worth $38M as of 2026-Q2. The position was decreased (-5.3% shares). AVLC represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$38M

Current Shares

422,791

Total Value Change

+$34.5M

Total Shares Change

+365,520

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
422,791
-5.3%
$38M0.0%$89.96
0
2026-Q1
Increased
446,321
+6.8%
$34.6M0.0%$80.52
31
2025-Q4
Increased
417,911
+25.4%
$32.9M0.0%$79.23
35
2025-Q3
Increased
333,292
+8.3%
$25.5M0.0%$76.13
31
2025-Q2
Increased
307,839
+55.1%
$21.9M0.0%$70.32
40
2025-Q1
Increased
198,440
+65.1%
$12.7M0.0%$63.41
41
2024-Q4
Increased
120,167
+10.1%
$8.1M0.0%$67.11
30
2024-Q3
Increased
109,163
+51.4%
$7.2M0.0%$64.96
38
2024-Q2
Increased
72,112
+25.9%
$4.5M0.0%$61.79
33
2024-Q1
New
57,271
-
$3.5M0.0%$60.68
37

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used