Number of Shares
72,645.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
5.02%
Total Estimate Gain
$-315,658.65
% of Total Estimate Gain
-4.43%

HMV Wealth Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, HMV Wealth Advisors, LLC held 72,645.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.33 Mil. This investment constitutes 5.02% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q4. And since then HMV Wealth Advisors, LLC has made 1 purchases of AVUV, at an average price of $98.12, for a total of 72,645.00 shares. Based on historical transaction data and AVUV's current price of $93.77, HMV Wealth Advisors, LLC's estimated gain on his AVUV holdings is $-315,658.65, reflecting a -4.43% gain to date.

HMV Wealth Advisors, LLC AVUV ($93.77) Holding Chart

HMV 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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