Meritas Wealth Management, LLC AVLV Holdings History
Meritas Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 144,239.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $9.41 Mil. This investment constitutes 5.52% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0.15% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q3. And since then Meritas Wealth Management, LLC has made 7 purchases of AVLV, at an average price of $62.32, for a total of 144,239.00 shares. Based on historical transaction data and AVLV's current price of $69.45, Meritas Wealth Management, LLC's estimated gain on his AVLV holdings is $1.03 Mil, reflecting a 11.43% gain to date.
Meritas Wealth Management, LLC AVLV ($69.45) Holding Chart
Meritas Wealth Management, LLC AVLV ($69.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
