FAS Wealth Partners, Inc. AVLV Holdings History
FAS Wealth Partners, Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, FAS Wealth Partners, Inc. held 628,533.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $40.99 Mil. This investment constitutes 3.34% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 0.61% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q4. And since then FAS Wealth Partners, Inc. has made 8 purchases of AVLV, at an average price of $54.00, for a total of 1.05 Mil shares. In addition, there have been 2 sales at an average price of $50.91 for 422,211.00 shares. Based on historical transaction data and AVLV's current price of $69.01, FAS Wealth Partners, Inc.'s estimated gain on his AVLV holdings is $8.13 Mil, reflecting a 14.32% gain to date.
FAS Wealth Partners, Inc. AVLV ($69.01) Holding Chart
FAS Wealth Partners, Inc. 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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