Ullmann Wealth Partners Group, LLC AVLV Holdings History
Ullmann Wealth Partners Group, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 120,556.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $8.22 Mil. This investment constitutes 0.97% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.11% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2025Q1. And since then Ullmann Wealth Partners Group, LLC has made 2 purchases of AVLV, at an average price of $64.90, for a total of 120,556.00 shares. Based on historical transaction data and AVLV's current price of $68.51, Ullmann Wealth Partners Group, LLC's estimated gain on his AVLV holdings is $434,808.83, reflecting a 5.56% gain to date.
Ullmann Wealth Partners Group, LLC AVLV ($68.51) Holding Chart
Ullmann Wealth Partners Group, LLC AVLV ($68.51) 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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