AGH Wealth Advisors, LLC AVLV Holdings History
AGH Wealth Advisors, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, AGH Wealth Advisors, LLC held 30,858.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $2.01 Mil. This investment constitutes 1.94% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0.03% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $67.80 for 9,523.00 shares. Based on historical transaction data and AVLV's current price of $70.28, AGH Wealth Advisors, LLC's estimated gain on his AVLV holdings is $65,221.16, reflecting a 2.37% gain to date.
AGH Wealth Advisors, LLC AVLV ($70.28) Holding Chart
AGH Wealth Advisors, LLC AVLV ($70.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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