Number of Shares
72,460.00
Current Holdings Value*
$5.05 Mil
% of Portfolio
4.01%
Total Estimate Gain
$900,036.80
% of Total Estimate Gain
18.34%

HMV Wealth Advisors, LLC's Avantis International Small Cap Value ETF Holding Summary

As of 2025-03-31, HMV Wealth Advisors, LLC held 72,460.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $5.05 Mil. This investment constitutes 4.01% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.06% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.

The initial trade took place in 2024Q4. And since then HMV Wealth Advisors, LLC has made 1 purchases of AVDV, at an average price of $67.74, for a total of 72,460.00 shares. Based on historical transaction data and AVDV's current price of $80.16, HMV Wealth Advisors, LLC's estimated gain on his AVDV holdings is $900,036.80, reflecting a 18.34% gain to date.

HMV Wealth Advisors, LLC AVDV ($80.16) Holding Chart

HMV Wealth Advisors, LLC AVDV ($80.16) 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 %

Top Ranked Articles

  • 1