Moreno Evelyn V AVLV Holdings History

Number of Shares
87,875.00
Current Holdings Value*
$5.08 Mil
% of Portfolio
2.4%
Total Estimate Gain
$1.38 Mil
% of Total Estimate Gain
29.14%

Moreno Evelyn V's Avantis U.S. Large Cap Value ETF Holding Summary

As of 2023-12-31, Moreno Evelyn V held 87,875.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $5.08 Mil. This investment constitutes 2.4% of their stock portfolio, and Moreno Evelyn V now holds 0.44% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.

The initial trade took place in 2023Q4. And since then Moreno Evelyn V has made 1 purchases of AVLV, at an average price of $53.78, for a total of 87,875.00 shares. Based on historical transaction data and AVLV's current price of $69.45, Moreno Evelyn V's estimated gain on his AVLV holdings is $1.38 Mil, reflecting a 29.14% gain to date.

Moreno Evelyn V AVLV ($69.45) Holding Chart

Moreno Evelyn V 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 %

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