Beaird Harris Wealth Management, LLC AVLV Holdings History
Beaird Harris Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 1.12 Mil shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $72.86 Mil. This investment constitutes 6.19% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 1.09% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2021Q4. And since then Beaird Harris Wealth Management, LLC has made 12 purchases of AVLV, at an average price of $55.30, for a total of 1.12 Mil shares. In addition, there have been 1 sales at an average price of $52.75 for 839.00 shares. Based on historical transaction data and AVLV's current price of $68.93, Beaird Harris Wealth Management, LLC's estimated gain on his AVLV holdings is $15.23 Mil, reflecting a 24.63% gain to date.
Beaird Harris Wealth Management, LLC AVLV ($68.93) Holding Chart
Beaird Harris Wealth Management, LLC AVLV ($68.93) 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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