Pine Harbor Wealth Management, LLC AVLV Holdings History
Pine Harbor Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 89,962.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $5.87 Mil. This investment constitutes 2.35% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.09% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q4. And since then Pine Harbor Wealth Management, LLC has made 2 purchases of AVLV, at an average price of $68.02, for a total of 89,962.00 shares. Based on historical transaction data and AVLV's current price of $70.14, Pine Harbor Wealth Management, LLC's estimated gain on his AVLV holdings is $190,868.80, reflecting a 3.12% gain to date.
Pine Harbor Wealth Management, LLC AVLV ($70.14) Holding Chart
Pine Harbor Wealth Management, LLC AVLV ($70.14) 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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