Bare Financial Services, Inc AVUV Holdings History
Bare Financial Services, Inc's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Bare Financial Services, Inc held 238,862.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $20.82 Mil. This investment constitutes 8% of their stock portfolio, and Bare Financial Services, Inc now holds 0.14% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q1. And since then Bare Financial Services, Inc has made 5 purchases of AVUV, at an average price of $91.97, for a total of 238,862.00 shares. Based on historical transaction data and AVUV's current price of $93.69, Bare Financial Services, Inc's estimated gain on his AVUV holdings is $410,330.27, reflecting a 1.87% gain to date.
Bare Financial Services, Inc AVUV ($93.69) Holding Chart
Bare Financial Services, Inc 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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