SRH ADVISORS, LLC AVLV Holdings History
Number of Shares
37,238.00
Current Holdings Value*
$2.54 Mil
% of Portfolio
0.77%
Total Estimate Gain
$120,995.74
% of Total Estimate Gain
4.85%
SRH ADVISORS, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, SRH ADVISORS, LLC held 37,238.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $2.54 Mil. This investment constitutes 0.77% of their stock portfolio, and SRH ADVISORS, LLC now holds 0.03% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2025Q1. And since then SRH ADVISORS, LLC has made 2 purchases of AVLV, at an average price of $67.03, for a total of 37,238.00 shares. Based on historical transaction data and AVLV's current price of $70.28, SRH ADVISORS, LLC's estimated gain on his AVLV holdings is $120,995.74, reflecting a 4.85% gain to date.
SRH ADVISORS, LLC AVLV ($70.28) Holding Chart
SRH ADVISORS, LLC AVLV ($70.28) 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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