Number of Shares
90,117.00
Current Holdings Value*
$7.86 Mil
% of Portfolio
2.29%
Total Estimate Gain
$-820,903.89
% of Total Estimate Gain
-5.01%

Atlanta Consulting Group Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Atlanta Consulting Group Advisors, LLC held 90,117.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $7.86 Mil. This investment constitutes 2.29% of their stock portfolio, and Atlanta Consulting Group Advisors, LLC now holds 0.05% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q4. And since then Atlanta Consulting Group Advisors, LLC has made 1 purchases of AVUV, at an average price of $99.42, for a total of 164,708.00 shares. In addition, there have been 1 sales at an average price of $93.96 for 74,591.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Atlanta Consulting Group Advisors, LLC's estimated gain on his AVUV holdings is $-820,903.89, reflecting a -5.01% gain to date.

Atlanta Consulting Group Advisors, LLC AVUV ($94.83) Holding Chart

Atlanta Consulting Group Advisors, LLC AVUV ($94.83) 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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