Beaird Harris Wealth Management, LLC AVLC Holdings History
Beaird Harris Wealth Management, LLC's Avantis U.S. Large Cap Equity ETF Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 456,265.00 shares of Avantis U.S. Large Cap Equity ETF(AVLC), totaling $29.29 Mil. This investment constitutes 2.49% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 5.21% of the outstanding Avantis U.S. Large Cap Equity ETF(AVLC) stock.
The initial trade took place in 2024Q2. And since then Beaird Harris Wealth Management, LLC has made 4 purchases of AVLC, at an average price of $62.34, for a total of 456,265.00 shares. Based on historical transaction data and AVLC's current price of $72.19, Beaird Harris Wealth Management, LLC's estimated gain on his AVLC holdings is $4.49 Mil, reflecting a 15.80% gain to date.
Beaird Harris Wealth Management, LLC AVLC ($72.19) Holding Chart
Beaird Harris Wealth Management, LLC AVLC ($72.19) 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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