Simplicity Wealth,LLC AVLC Holdings History
Simplicity Wealth,LLC's Avantis U.S. Large Cap Equity ETF Holding Summary
As of 2025-03-31, Simplicity Wealth,LLC held 338,512.00 shares of Avantis U.S. Large Cap Equity ETF(AVLC), totaling $21.73 Mil. This investment constitutes 1.69% of their stock portfolio, and Simplicity Wealth,LLC now holds 4.06% of the outstanding Avantis U.S. Large Cap Equity ETF(AVLC) stock.
The initial trade took place in 2025Q1. And since then Simplicity Wealth,LLC has made 1 purchases of AVLC, at an average price of $67.90, for a total of 338,512.00 shares. Based on historical transaction data and AVLC's current price of $72.19, Simplicity Wealth,LLC's estimated gain on his AVLC holdings is $1.45 Mil, reflecting a 6.32% gain to date.
Simplicity Wealth,LLC AVLC ($72.19) Holding Chart
Simplicity Wealth,LLC AVLC ($72.19) 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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