Apollon Wealth Management, LLC AVLV Holdings History
Apollon Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Apollon Wealth Management, LLC held 1.28 Mil shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $83.79 Mil. This investment constitutes 1.84% of their stock portfolio, and Apollon Wealth Management, LLC now holds 1.26% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q3. And since then Apollon Wealth Management, LLC has made 7 purchases of AVLV, at an average price of $59.50, for a total of 1.28 Mil shares. Based on historical transaction data and AVLV's current price of $69.01, Apollon Wealth Management, LLC's estimated gain on his AVLV holdings is $12.22 Mil, reflecting a 15.98% gain to date.
Apollon Wealth Management, LLC AVLV ($69.01) Holding Chart
Apollon Wealth Management, 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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