Ridgeline Wealth, LLC AVLC Holdings History
Ridgeline Wealth, LLC's Avantis U.S. Large Cap Equity ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 411,475.00 shares of Avantis U.S. Large Cap Equity ETF(AVLC), totaling $29.23 Mil. This investment constitutes 23.84% of their stock portfolio, and Ridgeline Wealth, LLC now holds 4.46% of the outstanding Avantis U.S. Large Cap Equity ETF(AVLC) stock.
The initial trade took place in 2025Q2. And since then Ridgeline Wealth, LLC has made 1 purchases of AVLC, at an average price of $65.59, for a total of 411,475.00 shares. Based on historical transaction data and AVLC's current price of $72.19, Ridgeline Wealth, LLC's estimated gain on his AVLC holdings is $2.72 Mil, reflecting a 10.06% gain to date.
Ridgeline Wealth, LLC AVLC ($72.19) Holding Chart
Ridgeline Wealth, LLC AVLC ($72.19) 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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