Number of Shares
48,720.00
Current Holdings Value*
$4.25 Mil
% of Portfolio
0.58%
Total Estimate Gain
$-267,584.56
% of Total Estimate Gain
-5.25%

CAHILL FINANCIAL ADVISORS INC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, CAHILL FINANCIAL ADVISORS INC held 48,720.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $4.25 Mil. This investment constitutes 0.58% of their stock portfolio, and CAHILL FINANCIAL ADVISORS INC now holds 0.03% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q1. And since then CAHILL FINANCIAL ADVISORS INC has made 4 purchases of AVUV, at an average price of $94.40, for a total of 54,025.00 shares. In addition, there have been 1 sales at an average price of $73.22 for 5,305.00 shares. Based on historical transaction data and AVUV's current price of $91.21, CAHILL FINANCIAL ADVISORS INC's estimated gain on his AVUV holdings is $-267,584.56, reflecting a -5.25% gain to date.

CAHILL FINANCIAL ADVISORS INC AVUV ($91.21) Holding Chart

CAHILL FINANCIAL ADVISORS INC AVUV ($91.21) 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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