BetterWealth, LLC AVUV Holdings History
BetterWealth, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, BetterWealth, LLC held 146,123.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $13.31 Mil. This investment constitutes 3.41% of their stock portfolio, and BetterWealth, LLC now holds 0.08% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. And since then BetterWealth, LLC has made 3 purchases of AVUV, at an average price of $97.43, for a total of 146,123.00 shares. Based on historical transaction data and AVUV's current price of $93.77, BetterWealth, LLC's estimated gain on his AVUV holdings is $-535,249.19, reflecting a -3.76% gain to date.
BetterWealth, LLC AVUV ($93.77) Holding Chart
BetterWealth, 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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