CGC Financial Services, LLC AVUV Holdings History
CGC Financial Services, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, CGC Financial Services, LLC held 163,361.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $14.24 Mil. This investment constitutes 5.63% of their stock portfolio, and CGC Financial Services, LLC now holds 0.1% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q2. And since then CGC Financial Services, LLC has made 5 purchases of AVUV, at an average price of $74.59, for a total of 262,746.00 shares. In addition, there have been 2 sales at an average price of $89.69 for 99,385.00 shares. Based on historical transaction data and AVUV's current price of $94.88, CGC Financial Services, LLC's estimated gain on his AVUV holdings is $4.82 Mil, reflecting a 24.58% gain to date.
CGC Financial Services, LLC AVUV ($94.88) Holding Chart
CGC Financial Services, LLC AVUV ($94.88) 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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