Foundry Financial Group, Inc. AVLV Holdings History
Foundry Financial Group, Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Foundry Financial Group, Inc. held 119,210.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $7.77 Mil. This investment constitutes 4.79% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.12% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 4 purchases of AVLV, at an average price of $61.27, for a total of 131,122.00 shares. In addition, there have been 1 sales at an average price of $63.65 for 11,912.00 shares. Based on historical transaction data and AVLV's current price of $69.48, Foundry Financial Group, Inc.'s estimated gain on his AVLV holdings is $1.01 Mil, reflecting a 12.53% gain to date.
Foundry Financial Group, Inc. AVLV ($69.48) Holding Chart
Foundry Financial Group, Inc. AVLV ($69.48) 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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