Strategic Financial Concepts, LLC AVIG Holdings History
Strategic Financial Concepts, LLC's Avantis Core Fixed Income ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 203,254.00 shares of Avantis Core Fixed Income ETF(AVIG), totaling $8.41 Mil. This investment constitutes 1.58% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.77% of the outstanding Avantis Core Fixed Income ETF(AVIG) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 6 purchases of AVIG, at an average price of $40.63, for a total of 4.89 Mil shares. In addition, there have been 2 sales at an average price of $41.83 for 4.68 Mil shares. Based on historical transaction data and AVIG's current price of $41.33, Strategic Financial Concepts, LLC's estimated gain on his AVIG holdings is $5.78 Mil, reflecting a 2.91% gain to date.
Strategic Financial Concepts, LLC AVIG ($41.33) Holding Chart
Strategic Financial Concepts, LLC AVIG ($41.33) 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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