Number of Shares
104,394.00
Current Holdings Value*
$9.10 Mil
% of Portfolio
1.03%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
13.02%

Certified Advisory Corp's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Certified Advisory Corp held 104,394.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $9.10 Mil. This investment constitutes 1.03% of their stock portfolio, and Certified Advisory Corp now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q2. And since then Certified Advisory Corp has made 8 purchases of AVUV, at an average price of $84.07, for a total of 104,394.00 shares. Based on historical transaction data and AVUV's current price of $95.01, Certified Advisory Corp's estimated gain on his AVUV holdings is $1.14 Mil, reflecting a 13.02% gain to date.

Certified Advisory Corp AVUV ($95.01) Holding Chart

Certified Advisory Corp AVUV ($95.01) 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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