Nova R Wealth, Inc. AVLV Holdings History
Nova R Wealth, Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Nova R Wealth, Inc. held 177,298.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $12.09 Mil. This investment constitutes 5.62% of their stock portfolio, and Nova R Wealth, Inc. now holds 0.16% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q2. And since then Nova R Wealth, Inc. has made 11 purchases of AVLV, at an average price of $51.83, for a total of 182,853.00 shares. In addition, there have been 2 sales at an average price of $59.28 for 5,555.00 shares. Based on historical transaction data and AVLV's current price of $70.28, Nova R Wealth, Inc.'s estimated gain on his AVLV holdings is $3.31 Mil, reflecting a 34.96% gain to date.
Nova R Wealth, Inc. AVLV ($70.28) Holding Chart
Nova R Wealth, Inc. AVLV ($70.28) 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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