Ridgeline Wealth, LLC AVLV Holdings History
Ridgeline Wealth, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 99,489.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $6.79 Mil. This investment constitutes 5.53% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0.09% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2025Q2. And since then Ridgeline Wealth, LLC has made 1 purchases of AVLV, at an average price of $64.41, for a total of 99,489.00 shares. Based on historical transaction data and AVLV's current price of $69.01, Ridgeline Wealth, LLC's estimated gain on his AVLV holdings is $457,649.40, reflecting a 7.14% gain to date.
Ridgeline Wealth, LLC AVLV ($69.01) Holding Chart
Ridgeline Wealth, LLC AVLV ($69.01) 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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