D'Orazio & Associates, Inc. AVUV Holdings History
D'Orazio & Associates, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, D'Orazio & Associates, Inc. held 155,332.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $13.54 Mil. This investment constitutes 2.05% of their stock portfolio, and D'Orazio & Associates, Inc. now holds 0.09% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q2. And since then D'Orazio & Associates, Inc. has made 6 purchases of AVUV, at an average price of $81.05, for a total of 167,235.00 shares. In addition, there have been 2 sales at an average price of $93.89 for 11,903.00 shares. Based on historical transaction data and AVUV's current price of $96.32, D'Orazio & Associates, Inc.'s estimated gain on his AVUV holdings is $2.52 Mil, reflecting a 18.62% gain to date.
D'Orazio & Associates, Inc. AVUV ($96.32) Holding Chart
D'Orazio & Associates, Inc. AVUV ($96.32) 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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