Number of Shares
169,265.00
Current Holdings Value*
$11.04 Mil
% of Portfolio
2.6%
Total Estimate Gain
$1.63 Mil
% of Total Estimate Gain
16.24%

Apollon Financial, LLC's Avantis U.S. Large Cap Value ETF Holding Summary

As of 2025-03-31, Apollon Financial, LLC held 169,265.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $11.04 Mil. This investment constitutes 2.6% of their stock portfolio, and Apollon Financial, LLC now holds 0.17% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2023Q4. And since then Apollon Financial, LLC has made 5 purchases of AVLV, at an average price of $59.37, for a total of 169,265.00 shares. Based on historical transaction data and AVLV's current price of $69.01, Apollon Financial, LLC's estimated gain on his AVLV holdings is $1.63 Mil, reflecting a 16.24% gain to date.

Apollon Financial, LLC AVLV ($69.01) Holding Chart

Apollon Financial, LLC AVLV ($69.01) 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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