Summit Financial Strategies, Inc. AVLV Holdings History
Summit Financial Strategies, Inc.'s Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Summit Financial Strategies, Inc. held 37,347.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $2.55 Mil. This investment constitutes 0.24% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.03% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2023Q4. And since then Summit Financial Strategies, Inc. has made 2 purchases of AVLV, at an average price of $62.78, for a total of 38,174.00 shares. In addition, there have been 1 sales at an average price of $59.93 for 827.00 shares. Based on historical transaction data and AVLV's current price of $69.45, Summit Financial Strategies, Inc.'s estimated gain on his AVLV holdings is $246,677.53, reflecting a 10.29% gain to date.
Summit Financial Strategies, Inc. AVLV ($69.45) Holding Chart
Summit Financial Strategies, Inc. AVLV ($69.45) 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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