DELAP WEALTH ADVISORY, LLC AVUV Holdings History
DELAP WEALTH ADVISORY, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 36,176.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $3.15 Mil. This investment constitutes 1.76% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.02% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 5 purchases of AVUV, at an average price of $86.19, for a total of 57,098.00 shares. In addition, there have been 4 sales at an average price of $92.82 for 20,922.00 shares. Based on historical transaction data and AVUV's current price of $94.53, DELAP WEALTH ADVISORY, LLC's estimated gain on his AVUV holdings is $440,243.87, reflecting a 8.95% gain to date.
DELAP WEALTH ADVISORY, LLC AVUV ($94.53) Holding Chart
DELAP WEALTH ADVISORY, LLC AVUV ($94.53) 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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