WEBSTERROGERS FINANCIAL ADVISORS, LLC AVLV Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 191,426.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $13.06 Mil. This investment constitutes 4.15% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.17% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2022Q4. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 7 purchases of AVLV, at an average price of $51.05, for a total of 656,433.00 shares. In addition, there have been 4 sales at an average price of $57.46 for 465,007.00 shares. Based on historical transaction data and AVLV's current price of $69.01, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his AVLV holdings is $6.41 Mil, reflecting a 19.14% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVLV ($69.01) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVLV ($69.01) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
