Number of Shares
261,449.00
Current Holdings Value*
$23.82 Mil
% of Portfolio
3.59%
Total Estimate Gain
$7.66 Mil
% of Total Estimate Gain
18.86%

Intelligence Driven Advisers, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-06-30, Intelligence Driven Advisers, LLC held 261,449.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $23.82 Mil. This investment constitutes 3.59% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0.15% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2022Q4. And since then Intelligence Driven Advisers, LLC has made 7 purchases of AVUV, at an average price of $78.56, for a total of 516,879.00 shares. In addition, there have been 4 sales at an average price of $91.83 for 255,430.00 shares. Based on historical transaction data and AVUV's current price of $94.88, Intelligence Driven Advisers, LLC's estimated gain on his AVUV holdings is $7.66 Mil, reflecting a 18.86% gain to date.

Intelligence Driven Advisers, LLC AVUV ($94.88) Holding Chart

Intelligence Driven Advisers, LLC AVUV ($94.88) 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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