Merriman Wealth Management, LLC AVLV Holdings History
Merriman Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 1.97 Mil shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $131.48 Mil. This investment constitutes 5.47% of their stock portfolio, and Merriman Wealth Management, LLC now holds 2.4% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q1. And since then Merriman Wealth Management, LLC has made 9 purchases of AVLV, at an average price of $51.49, for a total of 2.20 Mil shares. In addition, there have been 3 sales at an average price of $55.46 for 232,501.00 shares. Based on historical transaction data and AVLV's current price of $69.93, Merriman Wealth Management, LLC's estimated gain on his AVLV holdings is $37.23 Mil, reflecting a 32.84% gain to date.
Merriman Wealth Management, LLC AVLV ($69.93) Holding Chart
Merriman Wealth Management, LLC AVLV ($69.93) 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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