SILVER OAK WEALTH ADVISORS SERVICES, LLC AVLV Holdings History
SILVER OAK WEALTH ADVISORS SERVICES, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 122,680.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $8.00 Mil. This investment constitutes 7.13% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0.12% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $67.80 for 2,917.00 shares. Based on historical transaction data and AVLV's current price of $70.12, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his AVLV holdings is $249,450.44, reflecting a 2.92% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC AVLV ($70.12) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, LLC AVLV ($70.12) 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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