PCG Wealth Advisors, LLC AVLV Holdings History
PCG Wealth Advisors, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, PCG Wealth Advisors, LLC held 150,032.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $9.78 Mil. This investment constitutes 3.41% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.15% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q4. And since then PCG Wealth Advisors, LLC has made 8 purchases of AVLV, at an average price of $58.22, for a total of 154,681.00 shares. In addition, there have been 2 sales at an average price of $61.62 for 4,649.00 shares. Based on historical transaction data and AVLV's current price of $70.28, PCG Wealth Advisors, LLC's estimated gain on his AVLV holdings is $1.82 Mil, reflecting a 20.26% gain to date.
PCG Wealth Advisors, LLC AVLV ($70.28) Holding Chart
PCG Wealth Advisors, LLC 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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