Austin Wealth Management, LLC AVLV Holdings History
Number of Shares
217,984.00
Current Holdings Value*
$13.60 Mil
% of Portfolio
2.73%
Total Estimate Gain
$2.22 Mil
% of Total Estimate Gain
17.30%
Austin Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Austin Wealth Management, LLC held 217,984.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $13.60 Mil. This investment constitutes 2.73% of their stock portfolio, and Austin Wealth Management, LLC now holds 0.21% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q3. And since then Austin Wealth Management, LLC has made 6 purchases of AVLV, at an average price of $58.83, for a total of 217,984.00 shares. Based on historical transaction data and AVLV's current price of $69.01, Austin Wealth Management, LLC's estimated gain on his AVLV holdings is $2.22 Mil, reflecting a 17.30% gain to date.
Austin Wealth Management, LLC AVLV ($69.01) Holding Chart
Austin 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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