Shotwell Rutter Baer Inc AVLV Holdings History
Shotwell Rutter Baer Inc's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Shotwell Rutter Baer Inc held 207,156.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $14.45 Mil. This investment constitutes 9.82% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.19% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 3 purchases of AVLV, at an average price of $54.38, for a total of 209,681.00 shares. In addition, there have been 3 sales at an average price of $62.16 for 2,525.00 shares. Based on historical transaction data and AVLV's current price of $69.01, Shotwell Rutter Baer Inc's estimated gain on his AVLV holdings is $3.05 Mil, reflecting a 26.76% gain to date.
Shotwell Rutter Baer Inc AVLV ($69.01) Holding Chart
Shotwell Rutter Baer Inc 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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