Great Point Wealth Advisors, LLC AVUV Holdings History
Great Point Wealth Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 197,174.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $17.19 Mil. This investment constitutes 3.72% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0.12% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q2. And since then Great Point Wealth Advisors, LLC has made 15 purchases of AVUV, at an average price of $79.78, for a total of 246,535.00 shares. In addition, there have been 1 sales at an average price of $75.76 for 49,361.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Great Point Wealth Advisors, LLC's estimated gain on his AVUV holdings is $2.56 Mil, reflecting a 13.01% gain to date.
Great Point Wealth Advisors, LLC AVUV ($93.77) Holding Chart
Great Point Wealth Advisors, LLC 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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