Forthright Family Wealth Advisory LLC AVLV Holdings History
Forthright Family Wealth Advisory LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Forthright Family Wealth Advisory LLC held 88,065.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $5.74 Mil. This investment constitutes 3.79% of their stock portfolio, and Forthright Family Wealth Advisory LLC now holds 0.09% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q2. And since then Forthright Family Wealth Advisory LLC has made 4 purchases of AVLV, at an average price of $63.77, for a total of 88,065.00 shares. Based on historical transaction data and AVLV's current price of $69.23, Forthright Family Wealth Advisory LLC's estimated gain on his AVLV holdings is $481,249.85, reflecting a 8.57% gain to date.
Forthright Family Wealth Advisory LLC AVLV ($69.23) Holding Chart
Forthright Family Wealth Advisory LLC AVLV ($69.23) 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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