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7 quarters

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

LPL Financial LLC holds 225,531 shares of AVMV (AVANTIS U.S. MID CAP VALUE ETF), worth $18.2M as of 2026-Q2. The position was increased (+89.7% shares). AVMV represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$18.2M

Current Shares

225,531

Total Value Change

+$14.2M

Total Shares Change

+165,124

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
225,531
+89.7%
$18.2M0.0%$80.54
44
2026-Q1
Increased
118,918
+24.6%
$8.8M0.0%$76.49
34
2025-Q4
Decreased
95,430
-7.7%
$6.8M0.0%$71.82
0
2025-Q3
Increased
103,386
+3.5%
$7.1M0.0%$68.72
28
2025-Q2
Decreased
99,934
-0.3%
$6.5M0.0%$64.91
0
2025-Q1
Increased
100,200
+65.9%
$6.2M0.0%$60.54
40
2024-Q4
New
60,407
-
$3.9M0.0%$64.40
37

Other major holders of AVMV: AMERICAN CENTURY COMPANIES INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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