COHEN LAWRENCE B AVLV Holdings History

Number of Shares
4,465.00
Current Holdings Value*
$257,900.00
% of Portfolio
12.55%
Total Estimate Gain
$65,769.45
% of Total Estimate Gain
27.39%

COHEN LAWRENCE B's Avantis U.S. Large Cap Value ETF Holding Summary

As of 2023-12-31, COHEN LAWRENCE B held 4,465.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $257,900.00. This investment constitutes 12.55% of their stock portfolio, and COHEN LAWRENCE B now holds 0.02% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2023Q4. And since then COHEN LAWRENCE B has made 1 purchases of AVLV, at an average price of $53.78, for a total of 4,465.00 shares. Based on historical transaction data and AVLV's current price of $68.51, COHEN LAWRENCE B's estimated gain on his AVLV holdings is $65,769.45, reflecting a 27.39% gain to date.

COHEN LAWRENCE B AVLV ($68.51) Holding Chart

COHEN LAWRENCE B AVLV ($68.51) 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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