Kaufman Rossin Wealth, LLC AVDV Holdings History
Kaufman Rossin Wealth, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-06-30, Kaufman Rossin Wealth, LLC held 158,410.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $12.56 Mil. This investment constitutes 7.95% of their stock portfolio, and Kaufman Rossin Wealth, LLC now holds 0.13% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2024Q4. And since then Kaufman Rossin Wealth, LLC has made 2 purchases of AVDV, at an average price of $67.97, for a total of 158,410.00 shares. Based on historical transaction data and AVDV's current price of $80.85, Kaufman Rossin Wealth, LLC's estimated gain on his AVDV holdings is $2.04 Mil, reflecting a 18.95% gain to date.
Kaufman Rossin Wealth, LLC AVDV ($80.85) Holding Chart
Kaufman Rossin Wealth, LLC AVDV ($80.85) 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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