Fortune Financial Advisors, LLC AVUV Holdings History

Number of Shares

5,365.00

$488,790.00

% of Portfolio

0.39%

Total Estimate Gain

$56,690.45

% of Total Estimate Gain

3.69%

Fortune Financial Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-06-30, Fortune Financial Advisors, LLC held 5,365.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $488,790.00. This investment constitutes 0.39% of their stock portfolio, and Fortune Financial Advisors, LLC now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q1. And since then Fortune Financial Advisors, LLC has made 4 purchases of AVUV, at an average price of $90.63, for a total of 16,944.00 shares. In addition, there have been 1 sales at an average price of $93.47 for 11,579.00 shares. Based on historical transaction data and AVUV's current price of $95.06, Fortune Financial Advisors, LLC's estimated gain on his AVUV holdings is $56,690.45, reflecting a 3.69% gain to date.

Fortune Financial Advisors, LLC AVUV ($95.06) Holding Chart

Fortune Financial Advisors, LLC AVUV ($95.06) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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