Allegiance Financial Group Advisory Services LLC AVUV Holdings History
Allegiance Financial Group Advisory Services LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Allegiance Financial Group Advisory Services LLC held 182,759.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $15.93 Mil. This investment constitutes 4.85% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.11% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then Allegiance Financial Group Advisory Services LLC has made 9 purchases of AVUV, at an average price of $80.97, for a total of 182,759.00 shares. Based on historical transaction data and AVUV's current price of $96.40, Allegiance Financial Group Advisory Services LLC's estimated gain on his AVUV holdings is $2.82 Mil, reflecting a 19.06% gain to date.
Allegiance Financial Group Advisory Services LLC AVUV ($96.40) Holding Chart
Allegiance Financial Group Advisory Services LLC AVUV ($96.40) 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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