Number of Shares
392,647.00
Current Holdings Value*
$34.23 Mil
% of Portfolio
5.52%
Total Estimate Gain
$4.77 Mil
% of Total Estimate Gain
13.08%

CORRECT CAPITAL WEALTH MANAGEMENT's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, CORRECT CAPITAL WEALTH MANAGEMENT held 392,647.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $34.23 Mil. This investment constitutes 5.52% of their stock portfolio, and CORRECT CAPITAL WEALTH MANAGEMENT now holds 0.23% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q4. And since then CORRECT CAPITAL WEALTH MANAGEMENT has made 3 purchases of AVUV, at an average price of $85.05, for a total of 428,372.00 shares. Based on historical transaction data and AVUV's current price of $96.38, CORRECT CAPITAL WEALTH MANAGEMENT's estimated gain on his AVUV holdings is $4.77 Mil, reflecting a 13.08% gain to date.

CORRECT CAPITAL WEALTH MANAGEMENT AVUV ($96.38) Holding Chart

CORRECT CAPITAL WEALTH MANAGEMENT AVUV ($96.38) 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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