Linscomb Wealth, Inc. AVIV Holdings History
Number of Shares
141,772.00
Current Holdings Value*
$8.04 Mil
% of Portfolio
0.4%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
14.29%
Linscomb Wealth, Inc.'s Avantis International Large Cap Value ETF Holding Summary
As of 2025-03-31, Linscomb Wealth, Inc. held 141,772.00 shares of Avantis International Large Cap Value ETF(AVIV), totaling $8.04 Mil. This investment constitutes 0.4% of their stock portfolio, and Linscomb Wealth, Inc. now holds 1.24% of the outstanding Avantis International Large Cap Value ETF(AVIV) stock.
The initial trade took place in 2024Q2. And since then Linscomb Wealth, Inc. has made 4 purchases of AVIV, at an average price of $54.21, for a total of 141,772.00 shares. Based on historical transaction data and AVIV's current price of $61.96, Linscomb Wealth, Inc.'s estimated gain on his AVIV holdings is $1.10 Mil, reflecting a 14.29% gain to date.
Linscomb Wealth, Inc. AVIV ($61.96) Holding Chart
Linscomb Wealth, Inc. AVIV ($61.96) 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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