JRM Investment Counsel, LLC AVLV Holdings History
JRM Investment Counsel, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, JRM Investment Counsel, LLC held 474,795.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $30.96 Mil. This investment constitutes 10.55% of their stock portfolio, and JRM Investment Counsel, LLC now holds 0.46% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q3. And since then JRM Investment Counsel, LLC has made 9 purchases of AVLV, at an average price of $52.83, for a total of 576,491.00 shares. In addition, there have been 2 sales at an average price of $57.33 for 101,696.00 shares. Based on historical transaction data and AVLV's current price of $68.90, JRM Investment Counsel, LLC's estimated gain on his AVLV holdings is $8.09 Mil, reflecting a 26.55% gain to date.
JRM Investment Counsel, LLC AVLV ($68.90) Holding Chart
JRM Investment Counsel, LLC AVLV ($68.90) 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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