Wealth Management Nebraska AVLV Holdings History
Number of Shares
686,247.00
Current Holdings Value*
$46.73 Mil
% of Portfolio
6.32%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
3.62%
Wealth Management Nebraska's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-06-30, Wealth Management Nebraska held 686,247.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $46.73 Mil. This investment constitutes 6.32% of their stock portfolio, and Wealth Management Nebraska now holds 0.61% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Nebraska has made 2 purchases of AVLV, at an average price of $67.70, for a total of 686,247.00 shares. Based on historical transaction data and AVLV's current price of $70.15, Wealth Management Nebraska's estimated gain on his AVLV holdings is $1.68 Mil, reflecting a 3.62% gain to date.
Wealth Management Nebraska AVLV ($70.15) Holding Chart
Wealth Management Nebraska AVLV ($70.15) 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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