Haven Private, LLC AVLC Holdings History

Number of Shares
164,368.00
Current Holdings Value*
$10.55 Mil
% of Portfolio
5.97%
Total Estimate Gain
$588,797.05
% of Total Estimate Gain
4.99%

Haven Private, LLC's Avantis U.S. Large Cap Equity ETF Holding Summary

As of 2025-03-31, Haven Private, LLC held 164,368.00 shares of Avantis U.S. Large Cap Equity ETF(AVLC), totaling $10.55 Mil. This investment constitutes 5.97% of their stock portfolio, and Haven Private, LLC now holds 1.88% of the outstanding Avantis U.S. Large Cap Equity ETF(AVLC) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $67.90 for 8,365.00 shares. Based on historical transaction data and AVLC's current price of $71.85, Haven Private, LLC's estimated gain on his AVLC holdings is $588,797.05, reflecting a 4.99% gain to date.

Haven Private, LLC AVLC ($71.85) Holding Chart

Haven Private, LLC AVLC ($71.85) 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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