Beaird Harris Wealth Management, LLC AVUV Holdings History
Beaird Harris Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 591,380.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $51.55 Mil. This investment constitutes 4.38% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.35% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q4. And since then Beaird Harris Wealth Management, LLC has made 13 purchases of AVUV, at an average price of $80.80, for a total of 591,380.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Beaird Harris Wealth Management, LLC's estimated gain on his AVUV holdings is $7.67 Mil, reflecting a 16.05% gain to date.
Beaird Harris Wealth Management, LLC AVUV ($93.77) Holding Chart
Beaird Harris Wealth Management, LLC AVUV ($93.77) 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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