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 2025-06-30, Allegiance Financial Group Advisory Services LLC held 200,575.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $18.27 Mil. This investment constitutes 4.84% 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 10 purchases of AVUV, at an average price of $81.43, for a total of 200,575.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Allegiance Financial Group Advisory Services LLC's estimated gain on his AVUV holdings is $2.69 Mil, reflecting a 16.45% gain to date.
Allegiance Financial Group Advisory Services LLC AVUV ($94.83) Holding Chart
Allegiance Financial Group Advisory Services LLC AVUV ($94.83) 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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