GRIMES & Co WEALTH MANAGEMENT, LLC
Position in AVLC — Avantis U.S. Large Cap Equity ETF
CIK 1321993
WESTBOROUGH, MA
All Filings in AVLC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AVLC | $34,429,408 | 443,964 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 AVLC | $30,728,469 | 390,848 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 AVLC | $25,023,207 | 327,058 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 AVLC | $16,251,110 | 228,760 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 AVLC | $9,232,858 | 143,814 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 AVLC | $4,594,210 | 68,012 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 AVLC | $632,075 | 9,574 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||