Collaborative Wealth Managment Inc. AVUV Holdings History
Collaborative Wealth Managment Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Collaborative Wealth Managment Inc. held 75,169.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.55 Mil. This investment constitutes 3.06% of their stock portfolio, and Collaborative Wealth Managment Inc. now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then Collaborative Wealth Managment Inc. has made 10 purchases of AVUV, at an average price of $81.49, for a total of 75,169.00 shares. Based on historical transaction data and AVUV's current price of $94.88, Collaborative Wealth Managment Inc.'s estimated gain on his AVUV holdings is $1.01 Mil, reflecting a 16.44% gain to date.
Collaborative Wealth Managment Inc. AVUV ($94.88) Holding Chart
Collaborative Wealth Managment Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
