Allegiance Financial Group Advisory Services LLC AVDV Holdings History
Allegiance Financial Group Advisory Services LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Allegiance Financial Group Advisory Services LLC held 283,055.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $19.74 Mil. This investment constitutes 6% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.25% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2022Q4. And since then Allegiance Financial Group Advisory Services LLC has made 9 purchases of AVDV, at an average price of $59.46, for a total of 283,055.00 shares. Based on historical transaction data and AVDV's current price of $83.24, Allegiance Financial Group Advisory Services LLC's estimated gain on his AVDV holdings is $6.73 Mil, reflecting a 39.99% gain to date.
Allegiance Financial Group Advisory Services LLC AVDV ($83.24) Holding Chart
Allegiance Financial Group Advisory Services LLC AVDV ($83.24) 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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