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AVLCAVLC
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in AVANTIS U.S. LARGE CAP EQUITY ETF

AE Wealth Management LLC holds 180,245 shares of AVLC (AVANTIS U.S. LARGE CAP EQUITY ETF), worth $16.2M as of 2026-Q2. The position was increased (+19.7% shares). AVLC represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$16.2M

Current Shares

180,245

Total Value Change

+$15.2M

Total Shares Change

+165,947

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
180,245
+19.7%
$16.2M0.1%$89.96
33
2026-Q1
Increased
150,599
+7.5%
$11.7M0.1%$80.52
30
2025-Q4
Increased
140,086
+55.5%
$11M0.1%$79.23
39
2025-Q3
Increased
90,074
+45.0%
$6.9M0.0%$76.13
37
2025-Q2
Increased
62,100
+91.5%
$4.4M0.0%$70.32
42
2025-Q1
Increased
32,435
+126.8%
$2.1M0.0%$63.41
42
2024-Q4
New
14,298
-
$965,8020.0%$67.11
35

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

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