ELEVATE WEALTH ADVISORY, INC AVUV Holdings History
ELEVATE WEALTH ADVISORY, INC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 58,355.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $5.09 Mil. This investment constitutes 3.6% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.03% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 3 purchases of AVUV, at an average price of $80.57, for a total of 65,650.00 shares. In addition, there have been 2 sales at an average price of $92.97 for 7,295.00 shares. Based on historical transaction data and AVUV's current price of $93.77, ELEVATE WEALTH ADVISORY, INC's estimated gain on his AVUV holdings is $860,720.35, reflecting a 16.27% gain to date.
ELEVATE WEALTH ADVISORY, INC AVUV ($93.77) Holding Chart
ELEVATE WEALTH ADVISORY, INC AVUV ($93.77) 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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