JACKSON THORNTON WEALTH MANAGEMENT, LLC AVUV Holdings History
JACKSON THORNTON WEALTH MANAGEMENT, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, JACKSON THORNTON WEALTH MANAGEMENT, LLC held 60,559.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $4.87 Mil. This investment constitutes 0.65% of their stock portfolio, and JACKSON THORNTON WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q4. And since then JACKSON THORNTON WEALTH MANAGEMENT, LLC has made 5 purchases of AVUV, at an average price of $88.28, for a total of 63,552.00 shares. In addition, there have been 5 sales at an average price of $75.99 for 2,993.00 shares. Based on historical transaction data and AVUV's current price of $93.77, JACKSON THORNTON WEALTH MANAGEMENT, LLC's estimated gain on his AVUV holdings is $295,458.98, reflecting a 5.27% gain to date.
JACKSON THORNTON WEALTH MANAGEMENT, LLC AVUV ($93.77) Holding Chart
JACKSON THORNTON WEALTH MANAGEMENT, LLC 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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