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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