Henrickson Nauta Wealth Advisors, Inc. AVUV Holdings History
Henrickson Nauta Wealth Advisors, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Henrickson Nauta Wealth Advisors, Inc. held 105,366.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $9.60 Mil. This investment constitutes 3.32% of their stock portfolio, and Henrickson Nauta Wealth Advisors, Inc. now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q4. And since then Henrickson Nauta Wealth Advisors, Inc. has made 5 purchases of AVUV, at an average price of $80.47, for a total of 116,157.00 shares. In addition, there have been 8 sales at an average price of $90.81 for 10,791.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Henrickson Nauta Wealth Advisors, Inc.'s estimated gain on his AVUV holdings is $1.51 Mil, reflecting a 16.18% gain to date.
Henrickson Nauta Wealth Advisors, Inc. AVUV ($93.77) Holding Chart
Henrickson Nauta Wealth Advisors, Inc. 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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