Allegiance Financial Group Advisory Services LLC AVLV Holdings History
Allegiance Financial Group Advisory Services LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Allegiance Financial Group Advisory Services LLC held 482,417.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $31.46 Mil. This investment constitutes 9.57% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.47% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q4. And since then Allegiance Financial Group Advisory Services LLC has made 9 purchases of AVLV, at an average price of $55.10, for a total of 482,417.00 shares. Based on historical transaction data and AVLV's current price of $70.14, Allegiance Financial Group Advisory Services LLC's estimated gain on his AVLV holdings is $7.25 Mil, reflecting a 27.29% gain to date.
Allegiance Financial Group Advisory Services LLC AVLV ($70.14) Holding Chart
Allegiance Financial Group Advisory Services LLC AVLV ($70.14) 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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