Evensky & Katz LLC AVUV Holdings History
Evensky & Katz LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Evensky & Katz LLC held 1.01 Mil shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $88.14 Mil. This investment constitutes 5.91% of their stock portfolio, and Evensky & Katz LLC now holds 0.59% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q2. And since then Evensky & Katz LLC has made 14 purchases of AVUV, at an average price of $77.56, for a total of 1.10 Mil shares. In addition, there have been 2 sales at an average price of $80.29 for 89,569.00 shares. Based on historical transaction data and AVUV's current price of $94.88, Evensky & Katz LLC's estimated gain on his AVUV holdings is $17.75 Mil, reflecting a 20.79% gain to date.
Evensky & Katz LLC AVUV ($94.88) Holding Chart
Evensky & Katz LLC AVUV ($94.88) 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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