AIRE ADVISORS, LLC AVLV Holdings History

Number of Shares
263,567.00
Current Holdings Value*
$17.19 Mil
% of Portfolio
3.62%
Total Estimate Gain
$4.01 Mil
% of Total Estimate Gain
27.69%

AIRE ADVISORS, LLC's Avantis U.S. Large Cap Value ETF Holding Summary

As of 2025-03-31, AIRE ADVISORS, LLC held 263,567.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $17.19 Mil. This investment constitutes 3.62% of their stock portfolio, and AIRE ADVISORS, LLC now holds 0.26% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2023Q1. And since then AIRE ADVISORS, LLC has made 7 purchases of AVLV, at an average price of $53.54, for a total of 270,315.00 shares. In addition, there have been 2 sales at an average price of $62.72 for 6,748.00 shares. Based on historical transaction data and AVLV's current price of $68.51, AIRE ADVISORS, LLC's estimated gain on his AVLV holdings is $4.01 Mil, reflecting a 27.69% gain to date.

AIRE ADVISORS, LLC AVLV ($68.51) Holding Chart

AIRE ADVISORS, LLC AVLV ($68.51) 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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