Back to Allworth Financial LP Allworth Financial LP

AVLCAVLC
4 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in AVANTIS U.S. LARGE CAP EQUITY ETF

Allworth Financial LP holds 323,092 shares of AVLC (AVANTIS U.S. LARGE CAP EQUITY ETF), worth $29.1M as of 2026-Q2. The position was increased (+27.7% shares). AVLC represents 0.1% of Allworth Financial LP's portfolio.

Current Value

$29.1M

Current Shares

323,092

Total Value Change

+$26.1M

Total Shares Change

+283,949

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
323,092
+27.7%
$29.1M0.1%$89.96
43
2026-Q1
Increased
252,976
+45.6%
$19.6M0.1%$80.52
39
2025-Q4
Increased
173,696
+343.8%
$13.7M0.1%$79.23
45
2025-Q3
New
39,143
-
$3M0.0%$76.13
36

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

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