Fonville Wealth Management LLC AVLV Holdings History
Fonville Wealth Management LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Fonville Wealth Management LLC held 178,893.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $11.66 Mil. This investment constitutes 3.44% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.17% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of AVLV, at an average price of $57.97, for a total of 178,893.00 shares. Based on historical transaction data and AVLV's current price of $69.45, Fonville Wealth Management LLC's estimated gain on his AVLV holdings is $2.05 Mil, reflecting a 19.81% gain to date.
Fonville Wealth Management LLC AVLV ($69.45) Holding Chart
Fonville Wealth Management LLC 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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