HTG Investment Advisors, Inc. AVUS Holdings History
HTG Investment Advisors, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, HTG Investment Advisors, Inc. held 184,099.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $17.01 Mil. This investment constitutes 7.09% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.22% 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 8 purchases of AVUS, at an average price of $74.99, for a total of 184,255.00 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 $102.86, HTG Investment Advisors, Inc.'s estimated gain on his AVUS holdings is $5.13 Mil, reflecting a 37.16% gain to date.
HTG Investment Advisors, Inc. AVUS ($102.86) Holding Chart
HTG Investment Advisors, Inc. AVUS ($102.86) 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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