Advisor OS, LLC AVUV Holdings History
Advisor OS, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held 164,841.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $14.37 Mil. This investment constitutes 1.64% of their stock portfolio, and Advisor OS, LLC now holds 0.1% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q1. And since then Advisor OS, LLC has made 3 purchases of AVUV, at an average price of $90.07, for a total of 228,194.00 shares. In addition, there have been 2 sales at an average price of $93.81 for 63,353.00 shares. Based on historical transaction data and AVUV's current price of $91.21, Advisor OS, LLC's estimated gain on his AVUV holdings is $424,154.14, reflecting a 2.06% gain to date.
Advisor OS, LLC AVUV ($91.21) Holding Chart
Advisor OS, LLC AVUV ($91.21) 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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