Number of Shares
27,781.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
1.49%
Total Estimate Gain
$-146,733.21
% of Total Estimate Gain
-4.54%

Foundry Financial Group, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Foundry Financial Group, Inc. held 27,781.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $2.42 Mil. This investment constitutes 1.49% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.02% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q4. And since then Foundry Financial Group, Inc. has made 1 purchases of AVUV, at an average price of $99.42, for a total of 32,522.00 shares. In addition, there have been 1 sales at an average price of $93.96 for 4,741.00 shares. Based on historical transaction data and AVUV's current price of $95.07, Foundry Financial Group, Inc.'s estimated gain on his AVUV holdings is $-146,733.21, reflecting a -4.54% gain to date.

Foundry Financial Group, Inc. AVUV ($95.07) Holding Chart

Foundry Financial Group, Inc. AVUV ($95.07) 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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