Capstone Wealth Management, LLC AVUV Holdings History
Capstone Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Capstone Wealth Management, LLC held 60,735.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $5.29 Mil. This investment constitutes 5.27% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 1 purchases of AVUV, at an average price of $99.22, for a total of 60,735.00 shares. Based on historical transaction data and AVUV's current price of $94.69, Capstone Wealth Management, LLC's estimated gain on his AVUV holdings is $-275,220.87, reflecting a -4.57% gain to date.
Capstone Wealth Management, LLC AVUV ($94.69) Holding Chart
Capstone Wealth Management, LLC AVUV ($94.69) 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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