Financial Partners Group, Inc AVUV Holdings History
Financial Partners Group, Inc's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Financial Partners Group, Inc held 393,384.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $35.84 Mil. This investment constitutes 4.96% of their stock portfolio, and Financial Partners Group, Inc now holds 0.22% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q2. And since then Financial Partners Group, Inc has made 13 purchases of AVUV, at an average price of $78.76, for a total of 878,758.00 shares. In addition, there have been 4 sales at an average price of $76.05 for 485,374.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Financial Partners Group, Inc's estimated gain on his AVUV holdings is $4.59 Mil, reflecting a 6.63% gain to date.
Financial Partners Group, Inc AVUV ($93.77) Holding Chart
Financial Partners Group, 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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