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 2025-06-30, Allegiance Financial Group Advisory Services LLC held 520,102.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $35.48 Mil. This investment constitutes 9.39% of their stock portfolio, and Allegiance Financial Group Advisory Services LLC now holds 0.46% 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 10 purchases of AVLV, at an average price of $55.78, for a total of 520,102.00 shares. Based on historical transaction data and AVLV's current price of $69.93, Allegiance Financial Group Advisory Services LLC's estimated gain on his AVLV holdings is $7.36 Mil, reflecting a 25.37% gain to date.
Allegiance Financial Group Advisory Services LLC AVLV ($69.93) Holding Chart
Allegiance Financial Group Advisory Services LLC AVLV ($69.93) 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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