SRH ADVISORS, LLC AVLV Holdings History
Number of Shares
28,788.00
Current Holdings Value*
$1.88 Mil
% of Portfolio
0.58%
Total Estimate Gain
$56,424.48
% of Total Estimate Gain
2.89%
SRH ADVISORS, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, SRH ADVISORS, LLC held 28,788.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $1.88 Mil. This investment constitutes 0.58% 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 1 purchases of AVLV, at an average price of $67.80, for a total of 28,788.00 shares. Based on historical transaction data and AVLV's current price of $69.76, SRH ADVISORS, LLC's estimated gain on his AVLV holdings is $56,424.48, reflecting a 2.89% gain to date.
SRH ADVISORS, LLC AVLV ($69.76) Holding Chart
SRH ADVISORS, LLC AVLV ($69.76) 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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