Core Wealth Advisors, Inc. AVUV Holdings History
Core Wealth Advisors, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held - shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q1. And since then Core Wealth Advisors, Inc. has made 4 purchases of AVUV, at an average price of $89.14, for a total of 80,257.00 shares. In addition, there have been 1 sales at an average price of $93.96 for 80,257.00 shares. Based on historical transaction data and AVUV's current price of $91.21, Core Wealth Advisors, Inc.'s estimated gain on his AVUV holdings is $387,018.77, reflecting a 5.41% gain to date.
Core Wealth Advisors, Inc. AVUV ($91.21) Holding Chart
Core Wealth Advisors, Inc. AVUV ($91.21) 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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