Broadway Wealth Solutions, Inc. AVUV Holdings History
Broadway Wealth Solutions, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Broadway Wealth Solutions, Inc. held 19,111.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $1.74 Mil. This investment constitutes 1.08% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.01% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2025Q2. And since then Broadway Wealth Solutions, Inc. has made 1 purchases of AVUV, at an average price of $86.20, for a total of 19,111.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Broadway Wealth Solutions, Inc.'s estimated gain on his AVUV holdings is $164,927.93, reflecting a 10.01% gain to date.
Broadway Wealth Solutions, Inc. AVUV ($94.83) Holding Chart
Broadway Wealth Solutions, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
