Number of Shares
204,092.00
Current Holdings Value*
$19.39 Mil
% of Portfolio
3.48%
Total Estimate Gain
$758,188.49
% of Total Estimate Gain
4.17%

FINANCIAL MANAGEMENT NETWORK INC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-06-30, FINANCIAL MANAGEMENT NETWORK INC held 204,092.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $19.39 Mil. This investment constitutes 3.48% of their stock portfolio, and FINANCIAL MANAGEMENT NETWORK INC now holds 0.12% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q2. And since then FINANCIAL MANAGEMENT NETWORK INC has made 9 purchases of AVUV, at an average price of $89.17, for a total of 204,092.00 shares. Based on historical transaction data and AVUV's current price of $92.88, FINANCIAL MANAGEMENT NETWORK INC's estimated gain on his AVUV holdings is $758,188.49, reflecting a 4.17% gain to date.

FINANCIAL MANAGEMENT NETWORK INC AVUV ($92.88) Holding Chart

FINANCIAL MANAGEMENT NETWORK INC AVUV ($92.88) 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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