Intelligence Driven Advisers, LLC AVUV Holdings History
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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