Number of Shares
171,275.00
Current Holdings Value*
$11.17 Mil
% of Portfolio
4.5%
Total Estimate Gain
$152,439.55
% of Total Estimate Gain
1.31%

McMill Wealth Management's Avantis U.S. Large Cap Value ETF Holding Summary

As of 2025-03-31, McMill Wealth Management held 171,275.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $11.17 Mil. This investment constitutes 4.5% of their stock portfolio, and McMill Wealth Management now holds 0.17% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of AVLV, at an average price of $68.04, for a total of 171,275.00 shares. Based on historical transaction data and AVLV's current price of $68.93, McMill Wealth Management's estimated gain on his AVLV holdings is $152,439.55, reflecting a 1.31% gain to date.

McMill Wealth Management AVLV ($68.93) Holding Chart

McMill Wealth Management AVLV ($68.93) 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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