Number of Shares
6,410.00
Current Holdings Value*
$558,750.00
% of Portfolio
0.07%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
25.45%

Continuum Advisory, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Continuum Advisory, LLC held 6,410.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $558,750.00. This investment constitutes 0.07% of their stock portfolio, and Continuum Advisory, LLC now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2022Q3. And since then Continuum Advisory, LLC has made 8 purchases of AVUV, at an average price of $74.77, for a total of 89,553.00 shares. In addition, there have been 3 sales at an average price of $93.61 for 83,143.00 shares. Based on historical transaction data and AVUV's current price of $96.21, Continuum Advisory, LLC's estimated gain on his AVUV holdings is $1.70 Mil, reflecting a 25.45% gain to date.

Continuum Advisory, LLC AVUV ($96.21) Holding Chart

Continuum Advisory, LLC AVUV ($96.21) 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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