Bridgewealth Advisory Group, LLC AVLV Holdings History
Bridgewealth Advisory Group, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Bridgewealth Advisory Group, LLC held 36,243.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $2.36 Mil. This investment constitutes 3.11% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.04% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q1. And since then Bridgewealth Advisory Group, LLC has made 5 purchases of AVLV, at an average price of $64.79, for a total of 36,243.00 shares. Based on historical transaction data and AVLV's current price of $69.01, Bridgewealth Advisory Group, LLC's estimated gain on his AVLV holdings is $152,999.89, reflecting a 6.52% gain to date.
Bridgewealth Advisory Group, LLC AVLV ($69.01) Holding Chart
Bridgewealth Advisory Group, 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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