Number of Shares
206,552.00
Current Holdings Value*
$20.82 Mil
% of Portfolio
7.74%
Total Estimate Gain
$5.54 Mil
% of Total Estimate Gain
34.83%

HTG Investment Advisors, Inc.'s Avantis U.S. Equity ETF Holding Summary

As of 2025-06-30, HTG Investment Advisors, Inc. held 206,552.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $20.82 Mil. This investment constitutes 7.74% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.24% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2022Q4. And since then HTG Investment Advisors, Inc. has made 9 purchases of AVUS, at an average price of $77.01, for a total of 206,708.00 shares. In addition, there have been 1 sales at an average price of $88.36 for 156.00 shares. Based on historical transaction data and AVUS's current price of $103.84, HTG Investment Advisors, Inc.'s estimated gain on his AVUS holdings is $5.54 Mil, reflecting a 34.83% gain to date.

HTG Investment Advisors, Inc. AVUS ($103.84) Holding Chart

HTG Investment Advisors, Inc. AVUS ($103.84) 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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