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 2025-06-30, Allegiance Financial Group Advisory Services LLC held 302,932.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $24.02 Mil. This investment constitutes 6.36% 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 10 purchases of AVDV, at an average price of $60.41, for a total of 302,932.00 shares. Based on historical transaction data and AVDV's current price of $83.21, Allegiance Financial Group Advisory Services LLC's estimated gain on his AVDV holdings is $6.91 Mil, reflecting a 37.74% gain to date.
Allegiance Financial Group Advisory Services LLC AVDV ($83.21) Holding Chart
Allegiance Financial Group Advisory Services LLC AVDV ($83.21) 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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