Arcadia Wealth Management, Inc. AVUV Holdings History
Arcadia Wealth Management, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Arcadia Wealth Management, Inc. held 70,516.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.15 Mil. This investment constitutes 4.79% of their stock portfolio, and Arcadia Wealth Management, Inc. now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. And since then Arcadia Wealth Management, Inc. has made 1 purchases of AVUV, at an average price of $98.85, for a total of 70,516.00 shares. Based on historical transaction data and AVUV's current price of $94.37, Arcadia Wealth Management, Inc.'s estimated gain on his AVUV holdings is $-315,980.26, reflecting a -4.53% gain to date.
Arcadia Wealth Management, Inc. AVUV ($94.37) Holding Chart
Arcadia Wealth Management, Inc. AVUV ($94.37) 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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