Back to LPL Financial LLC LPL Financial LLC

AVMCAVMC
8 quarters

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

LPL Financial LLC holds 248,067 shares of AVMC (AVANTIS U.S. MID CAP EQUITY ETF), worth $19.9M as of 2026-Q2. The position was increased (+103.2% shares). AVMC represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$19.9M

Current Shares

248,067

Total Value Change

+$17.5M

Total Shares Change

+210,822

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
248,067
+103.2%
$19.9M0.0%$80.25
46
2026-Q1
Increased
122,110
+25.3%
$8.8M0.0%$75.35
34
2025-Q4
Decreased
97,439
0.0%
$6.9M0.0%$71.32
0
2025-Q3
Increased
97,443
+1.7%
$6.8M0.0%$69.20
28
2025-Q2
Increased
95,774
+22.0%
$6.3M0.0%$65.58
33
2025-Q1
Increased
78,519
+66.7%
$4.9M0.0%$61.16
40
2024-Q4
Increased
47,110
+26.5%
$3.1M0.0%$64.25
33
2024-Q3
New
37,245
-
$2.4M0.0%$63.23
36

Other major holders of AVMC: HighTower Advisors, LLC, HB Wealth Management, LLC, AMERICAN CENTURY COMPANIES INC, AE Wealth Management LLC

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