Integrated Capital Management, Inc. AVLV Holdings History
Integrated Capital Management, Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Integrated Capital Management, Inc. held 255,514.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $16.66 Mil. This investment constitutes 13.26% of their stock portfolio, and Integrated Capital Management, Inc. now holds 0.27% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q2. And since then Integrated Capital Management, Inc. has made 2 purchases of AVLV, at an average price of $52.10, for a total of 321,179.00 shares. In addition, there have been 6 sales at an average price of $62.83 for 65,665.00 shares. Based on historical transaction data and AVLV's current price of $69.01, Integrated Capital Management, Inc.'s estimated gain on his AVLV holdings is $5.02 Mil, reflecting a 30.02% gain to date.
Integrated Capital Management, Inc. AVLV ($69.01) Holding Chart
Integrated Capital Management, 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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