Alliance Wealth Advisors, LLC AVUV Holdings History
Alliance Wealth Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Alliance Wealth Advisors, LLC held 99,718.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $9.08 Mil. This investment constitutes 4.64% of their stock portfolio, and Alliance Wealth Advisors, LLC now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then Alliance Wealth Advisors, LLC has made 7 purchases of AVUV, at an average price of $82.29, for a total of 99,718.00 shares. Based on historical transaction data and AVUV's current price of $93.69, Alliance Wealth Advisors, LLC's estimated gain on his AVUV holdings is $1.14 Mil, reflecting a 13.86% gain to date.
Alliance Wealth Advisors, LLC AVUV ($93.69) Holding Chart
Alliance Wealth Advisors, LLC AVUV ($93.69) 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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