Conrad Siegel Investment Advisors, Inc. AVUV Holdings History
Conrad Siegel Investment Advisors, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 39,200.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $3.57 Mil. This investment constitutes 0.8% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.02% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q1. And since then Conrad Siegel Investment Advisors, Inc. has made 2 purchases of AVUV, at an average price of $88.55, for a total of 50,721.00 shares. In addition, there have been 4 sales at an average price of $90.16 for 11,521.00 shares. Based on historical transaction data and AVUV's current price of $96.59, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his AVUV holdings is $333,543.74, reflecting a 7.43% gain to date.
Conrad Siegel Investment Advisors, Inc. AVUV ($96.59) Holding Chart
Conrad Siegel Investment Advisors, Inc. AVUV ($96.59) 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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