Number of Shares
70,019.00
Current Holdings Value*
$6.10 Mil
% of Portfolio
3.31%
Total Estimate Gain
$821,716.37
% of Total Estimate Gain
14.39%

Integrity Wealth Solutions LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Integrity Wealth Solutions LLC held 70,019.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.10 Mil. This investment constitutes 3.31% of their stock portfolio, and Integrity Wealth Solutions LLC now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q4. And since then Integrity Wealth Solutions LLC has made 4 purchases of AVUV, at an average price of $81.28, for a total of 70,272.00 shares. In addition, there have been 1 sales at an average price of $88.48 for 253.00 shares. Based on historical transaction data and AVUV's current price of $92.99, Integrity Wealth Solutions LLC's estimated gain on his AVUV holdings is $821,716.37, reflecting a 14.39% gain to date.

Integrity Wealth Solutions LLC AVUV ($92.99) Holding Chart

Integrity Wealth Solutions LLC AVUV ($92.99) 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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