HMV Wealth Advisors, LLC AVDV Holdings History
Number of Shares
72,460.00
Current Holdings Value*
$5.05 Mil
% of Portfolio
4.01%
Total Estimate Gain
$953,657.20
% of Total Estimate Gain
19.43%
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 $80.90, HMV Wealth Advisors, LLC's estimated gain on his AVDV holdings is $953,657.20, reflecting a 19.43% gain to date.
HMV Wealth Advisors, LLC AVDV ($80.90) Holding Chart
HMV Wealth Advisors, LLC AVDV ($80.90) 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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