Number of Shares
144,109.00
Current Holdings Value*
$12.56 Mil
% of Portfolio
8.76%
Total Estimate Gain
$-789,151.87
% of Total Estimate Gain
-5.52%

Greater Midwest Financial Group, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Greater Midwest Financial Group, LLC held 144,109.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $12.56 Mil. This investment constitutes 8.76% of their stock portfolio, and Greater Midwest Financial Group, LLC now holds 0.08% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q4. And since then Greater Midwest Financial Group, LLC has made 2 purchases of AVUV, at an average price of $99.12, for a total of 144,109.00 shares. Based on historical transaction data and AVUV's current price of $93.64, Greater Midwest Financial Group, LLC's estimated gain on his AVUV holdings is $-789,151.87, reflecting a -5.52% gain to date.

Greater Midwest Financial Group, LLC AVUV ($93.64) Holding Chart

Greater Midwest Financial Group, LLC AVUV ($93.64) 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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