Number of Shares
996,328.00
Current Holdings Value*
$64.97 Mil
% of Portfolio
11.15%
Total Estimate Gain
$16.44 Mil
% of Total Estimate Gain
30.69%

Cannon Financial Strategists, Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary

As of 2025-03-31, Cannon Financial Strategists, Inc. held 996,328.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $64.97 Mil. This investment constitutes 11.15% of their stock portfolio, and Cannon Financial Strategists, Inc. now holds 0.97% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2023Q2. And since then Cannon Financial Strategists, Inc. has made 8 purchases of AVLV, at an average price of $53.77, for a total of 996,328.00 shares. Based on historical transaction data and AVLV's current price of $70.28, Cannon Financial Strategists, Inc.'s estimated gain on his AVLV holdings is $16.44 Mil, reflecting a 30.69% gain to date.

Cannon Financial Strategists, Inc. AVLV ($70.28) Holding Chart

Cannon Financial Strategists, Inc. AVLV ($70.28) 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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