Keyes, Stange & Wooten Wealth Management, LLC AVLV Holdings History
Keyes, Stange & Wooten Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 136,363.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $8.89 Mil. This investment constitutes 5.06% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 0.13% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q4. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 3 purchases of AVLV, at an average price of $54.35, for a total of 145,531.00 shares. In addition, there have been 2 sales at an average price of $60.95 for 9,168.00 shares. Based on historical transaction data and AVLV's current price of $69.93, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his AVLV holdings is $2.18 Mil, reflecting a 27.62% gain to date.
Keyes, Stange & Wooten Wealth Management, LLC AVLV ($69.93) Holding Chart
Keyes, Stange & Wooten Wealth Management, LLC AVLV ($69.93) 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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