Arista Wealth Management, LLC AVLV Holdings History
Arista Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Arista Wealth Management, LLC held - shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Arista Wealth Management, LLC now holds 0% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q3. And since then Arista Wealth Management, LLC has made 2 purchases of AVLV, at an average price of $63.83, for a total of 3,664.00 shares. In addition, there have been 1 sales at an average price of $67.80 for 3,664.00 shares. Based on historical transaction data and AVLV's current price of $70.02, Arista Wealth Management, LLC's estimated gain on his AVLV holdings is $14,527.81, reflecting a 6.21% gain to date.
Arista Wealth Management, LLC AVLV ($70.02) Holding Chart
Arista Wealth Management, LLC AVLV ($70.02) 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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