Morey & Quinn Wealth Partners, LLC AVLV Holdings History
Morey & Quinn Wealth Partners, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Morey & Quinn Wealth Partners, LLC held 4,235.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $276,160.00. This investment constitutes 0.23% of their stock portfolio, and Morey & Quinn Wealth Partners, LLC now holds 0% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2025Q1. And since then Morey & Quinn Wealth Partners, LLC has made 1 purchases of AVLV, at an average price of $67.80, for a total of 4,235.00 shares. Based on historical transaction data and AVLV's current price of $69.01, Morey & Quinn Wealth Partners, LLC's estimated gain on his AVLV holdings is $5,124.35, reflecting a 1.78% gain to date.
Morey & Quinn Wealth Partners, LLC AVLV ($69.01) Holding Chart
Morey & Quinn Wealth Partners, LLC AVLV ($69.01) 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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