PSF Avantis Balanced Allocation Portfolio AVLC Holdings History
PSF Avantis Balanced Allocation Portfolio's Avantis U.S. Large Cap Equity ETF Holding Summary
As of 2025-03-31, PSF Avantis Balanced Allocation Portfolio held 994,927.00 shares of Avantis U.S. Large Cap Equity ETF(AVLC), totaling $63.87 Mil. This investment constitutes 25.38% of their stock portfolio, and PSF Avantis Balanced Allocation Portfolio now holds 10.93% of the outstanding Avantis U.S. Large Cap Equity ETF(AVLC) stock.
The initial trade took place in 2024Q2. And since then PSF Avantis Balanced Allocation Portfolio has made 3 purchases of AVLC, at an average price of $63.00, for a total of 1.17 Mil shares. In addition, there have been 1 sales at an average price of $67.90 for 177,191.00 shares. Based on historical transaction data and AVLC's current price of $72.14, PSF Avantis Balanced Allocation Portfolio's estimated gain on his AVLC holdings is $9.96 Mil, reflecting a 13.48% gain to date.
PSF Avantis Balanced Allocation Portfolio AVLC ($72.14) Holding Chart
PSF Avantis Balanced Allocation Portfolio AVLC ($72.14) 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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