Number of Shares
98,813.00
Current Holdings Value*
$6.74 Mil
% of Portfolio
0.97%
Total Estimate Gain
$498,017.52
% of Total Estimate Gain
7.82%

KAVAR CAPITAL PARTNERS GROUP, LLC's Avantis U.S. Large Cap Value ETF Holding Summary

As of 2025-06-30, KAVAR CAPITAL PARTNERS GROUP, LLC held 98,813.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $6.74 Mil. This investment constitutes 0.97% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0.09% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2025Q2. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 1 purchases of AVLV, at an average price of $64.41, for a total of 98,813.00 shares. Based on historical transaction data and AVLV's current price of $69.45, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his AVLV holdings is $498,017.52, reflecting a 7.82% gain to date.

KAVAR CAPITAL PARTNERS GROUP, LLC AVLV ($69.45) Holding Chart

KAVAR CAPITAL PARTNERS GROUP, LLC AVLV ($69.45) 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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