Number of Shares
281,866.00
Current Holdings Value*
$26.04 Mil
% of Portfolio
8.36%
Total Estimate Gain
$7.10 Mil
% of Total Estimate Gain
32.66%

LEGACY FINANCIAL GROUP, INC.'s Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 281,866.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $26.04 Mil. This investment constitutes 8.36% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0.34% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 9 purchases of AVUS, at an average price of $77.10, for a total of 281,866.00 shares. Based on historical transaction data and AVUS's current price of $102.28, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his AVUS holdings is $7.10 Mil, reflecting a 32.66% gain to date.

LEGACY FINANCIAL GROUP, INC. AVUS ($102.28) Holding Chart

LEGACY FINANCIAL GROUP, INC. AVUS ($102.28) 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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