Number of Shares
43,903.00
Current Holdings Value*
$4.43 Mil
% of Portfolio
3.33%
Total Estimate Gain
$76,478.99
% of Total Estimate Gain
1.14%

Holcombe Financial, Inc.'s Avantis U.S. Equity ETF Holding Summary

As of 2025-06-30, Holcombe Financial, Inc. held 43,903.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $4.43 Mil. This investment constitutes 3.33% of their stock portfolio, and Holcombe Financial, Inc. now holds 0.05% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2024Q4. And since then Holcombe Financial, Inc. has made 1 purchases of AVUS, at an average price of $98.20, for a total of 68,517.00 shares. In addition, there have been 1 sales at an average price of $93.61 for 24,614.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Holcombe Financial, Inc.'s estimated gain on his AVUS holdings is $76,478.99, reflecting a 1.14% gain to date.

Holcombe Financial, Inc. AVUS ($102.51) Holding Chart

Holcombe Financial, Inc. AVUS ($102.51) 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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