ML & R WEALTH MANAGEMENT LLC AVLV Holdings History
ML & R WEALTH MANAGEMENT LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 61,193.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $3.93 Mil. This investment constitutes 0.9% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q1. And since then ML & R WEALTH MANAGEMENT LLC has made 8 purchases of AVLV, at an average price of $50.88, for a total of 75,640.00 shares. In addition, there have been 1 sales at an average price of $59.93 for 14,447.00 shares. Based on historical transaction data and AVLV's current price of $68.21, ML & R WEALTH MANAGEMENT LLC's estimated gain on his AVLV holdings is $1.19 Mil, reflecting a 30.95% gain to date.
ML & R WEALTH MANAGEMENT LLC AVLV ($68.21) Holding Chart
ML & R WEALTH MANAGEMENT LLC AVLV ($68.21) 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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