Number of Shares
147,411.00
Current Holdings Value*
$13.62 Mil
% of Portfolio
2.09%
Total Estimate Gain
$4.92 Mil
% of Total Estimate Gain
44.80%

CVA Family Office, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, CVA Family Office, LLC held 147,411.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $13.62 Mil. This investment constitutes 2.09% of their stock portfolio, and CVA Family Office, LLC now holds 0.18% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2022Q1. And since then CVA Family Office, LLC has made 10 purchases of AVUS, at an average price of $71.38, for a total of 153,858.00 shares. In addition, there have been 2 sales at an average price of $92.42 for 6,447.00 shares. Based on historical transaction data and AVUS's current price of $103.84, CVA Family Office, LLC's estimated gain on his AVUS holdings is $4.92 Mil, reflecting a 44.80% gain to date.

CVA Family Office, LLC AVUS ($103.84) Holding Chart

CVA Family Office, LLC AVUS ($103.84) 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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