Number of Shares
323,644.00
Current Holdings Value*
$21.10 Mil
% of Portfolio
3.11%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
6.04%

B&D White Capital Company, LLC's Avantis U.S. Large Cap Value ETF Holding Summary

As of 2025-03-31, B&D White Capital Company, LLC held 323,644.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $21.10 Mil. This investment constitutes 3.11% of their stock portfolio, and B&D White Capital Company, LLC now holds 0.32% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2023Q4. And since then B&D White Capital Company, LLC has made 5 purchases of AVLV, at an average price of $62.78, for a total of 459,950.00 shares. In addition, there have been 1 sales at an average price of $59.93 for 136,306.00 shares. Based on historical transaction data and AVLV's current price of $69.37, B&D White Capital Company, LLC's estimated gain on his AVLV holdings is $1.74 Mil, reflecting a 6.04% gain to date.

B&D White Capital Company, LLC AVLV ($69.37) Holding Chart

B&D White Capital Company, LLC AVLV ($69.37) 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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