EAGLE WEALTH STRATEGIES LLC AVUV Holdings History
EAGLE WEALTH STRATEGIES LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 276,263.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $25.17 Mil. This investment constitutes 14.08% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0.16% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 5 purchases of AVUV, at an average price of $84.01, for a total of 277,125.00 shares. In addition, there have been 1 sales at an average price of $99.42 for 862.00 shares. Based on historical transaction data and AVUV's current price of $96.40, EAGLE WEALTH STRATEGIES LLC's estimated gain on his AVUV holdings is $3.44 Mil, reflecting a 14.76% gain to date.
EAGLE WEALTH STRATEGIES LLC AVUV ($96.40) Holding Chart
EAGLE WEALTH STRATEGIES LLC AVUV ($96.40) 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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