Number of Shares
41,213.00
Current Holdings Value*
$2.69 Mil
% of Portfolio
0.3%
Total Estimate Gain
$158,485.15
% of Total Estimate Gain
5.86%

Certified Advisory Corp's Avantis U.S. Large Cap Value ETF Holding Summary

As of 2025-03-31, Certified Advisory Corp held 41,213.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $2.69 Mil. This investment constitutes 0.3% of their stock portfolio, and Certified Advisory Corp now holds 0.04% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2023Q2. And since then Certified Advisory Corp has made 4 purchases of AVLV, at an average price of $65.60, for a total of 41,213.00 shares. Based on historical transaction data and AVLV's current price of $69.45, Certified Advisory Corp's estimated gain on his AVLV holdings is $158,485.15, reflecting a 5.86% gain to date.

Certified Advisory Corp AVLV ($69.45) Holding Chart

Certified Advisory Corp AVLV ($69.45) 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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