Henrickson Nauta Wealth Advisors, Inc. AVUS Holdings History
Henrickson Nauta Wealth Advisors, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, Henrickson Nauta Wealth Advisors, Inc. held 196,863.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $19.85 Mil. This investment constitutes 6.87% of their stock portfolio, and Henrickson Nauta Wealth Advisors, Inc. now holds 0.23% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q4. And since then Henrickson Nauta Wealth Advisors, Inc. has made 7 purchases of AVUS, at an average price of $76.09, for a total of 211,643.00 shares. In addition, there have been 6 sales at an average price of $85.25 for 14,780.00 shares. Based on historical transaction data and AVUS's current price of $102.40, Henrickson Nauta Wealth Advisors, Inc.'s estimated gain on his AVUS holdings is $5.31 Mil, reflecting a 32.99% gain to date.
Henrickson Nauta Wealth Advisors, Inc. AVUS ($102.40) Holding Chart
Henrickson Nauta Wealth Advisors, Inc. AVUS ($102.40) 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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