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AVLCAVLC
6 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in AVANTIS U.S. LARGE CAP EQUITY ETF

Kestra Advisory Services, LLC holds 20,070 shares of AVLC (AVANTIS U.S. LARGE CAP EQUITY ETF), worth $1.8M as of 2026-Q2. The position was increased (+11.1% shares). AVLC represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$1.8M

Current Shares

20,070

Total Value Change

+$994,918

Total Shares Change

+7,793

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
20,070
+11.1%
$1.8M0.0%$89.96
29
2026-Q1
Increased
18,067
+243.1%
$1.4M0.0%$80.52
41
2025-Q4
New
5,266
-
$414,0310.0%$79.23
33
2025-Q1
Exited
0
-100.0%
$00.0%$63.41
0
2024-Q4
Increased
13,457
+9.6%
$909,0200.0%$67.11
27
2024-Q3
New
12,277
-
$810,5590.0%$64.96
34

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

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