Legacy Financial Strategies, LLC AVLV Holdings History
Legacy Financial Strategies, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 507,542.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $33.10 Mil. This investment constitutes 7.22% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.53% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q3. And since then Legacy Financial Strategies, LLC has made 3 purchases of AVLV, at an average price of $63.72, for a total of 507,542.00 shares. Based on historical transaction data and AVLV's current price of $69.23, Legacy Financial Strategies, LLC's estimated gain on his AVLV holdings is $2.80 Mil, reflecting a 8.65% gain to date.
Legacy Financial Strategies, LLC AVLV ($69.23) Holding Chart
Legacy Financial Strategies, LLC AVLV ($69.23) 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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