Three Cord True Wealth Management, LLC AVLV Holdings History
Three Cord True Wealth Management, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, Three Cord True Wealth Management, LLC held 231,682.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $15.11 Mil. This investment constitutes 12.96% of their stock portfolio, and Three Cord True Wealth Management, LLC now holds 0.23% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q4. And since then Three Cord True Wealth Management, LLC has made 1 purchases of AVLV, at an average price of $68.06, for a total of 231,682.00 shares. Based on historical transaction data and AVLV's current price of $69.36, Three Cord True Wealth Management, LLC's estimated gain on his AVLV holdings is $301,346.00, reflecting a 1.91% gain to date.
Three Cord True Wealth Management, LLC AVLV ($69.36) Holding Chart
Three Cord True Wealth Management, LLC AVLV ($69.36) 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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