Falcon Wealth Planning AVUV Holdings History
Falcon Wealth Planning's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Falcon Wealth Planning held 232,625.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $20.28 Mil. This investment constitutes 2.25% of their stock portfolio, and Falcon Wealth Planning now holds 0.14% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then Falcon Wealth Planning has made 7 purchases of AVUV, at an average price of $77.86, for a total of 383,750.00 shares. In addition, there have been 3 sales at an average price of $92.48 for 151,125.00 shares. Based on historical transaction data and AVUV's current price of $93.02, Falcon Wealth Planning's estimated gain on his AVUV holdings is $5.74 Mil, reflecting a 19.20% gain to date.
Falcon Wealth Planning AVUV ($93.02) Holding Chart
Falcon Wealth Planning AVUV ($93.02) 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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