Kolinsky Wealth Management, LLC AVUV Holdings History
Kolinsky Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2024-12-31, Kolinsky Wealth Management, LLC held 4,660.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $449,870.00. This investment constitutes 0.27% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q2. And since then Kolinsky Wealth Management, LLC has made 6 purchases of AVUV, at an average price of $75.37, for a total of 25,461.00 shares. In addition, there have been 5 sales at an average price of $95.35 for 20,801.00 shares. Based on historical transaction data and AVUV's current price of $94.53, Kolinsky Wealth Management, LLC's estimated gain on his AVUV holdings is $504,973.12, reflecting a 26.32% gain to date.
Kolinsky Wealth Management, LLC AVUV ($94.53) Holding Chart
Kolinsky Wealth Management, LLC AVUV ($94.53) 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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