LAM GROUP, INC. AVUV Holdings History

Number of Shares
26,650.00
Current Holdings Value*
$2.43 Mil
% of Portfolio
1.72%
Total Estimate Gain
$317,443.50
% of Total Estimate Gain
11.08%

LAM GROUP, INC.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-06-30, LAM GROUP, INC. held 26,650.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $2.43 Mil. This investment constitutes 1.72% of their stock portfolio, and LAM GROUP, INC. now holds 0.02% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2022Q4. And since then LAM GROUP, INC. has made 6 purchases of AVUV, at an average price of $84.05, for a total of 34,090.00 shares. In addition, there have been 4 sales at an average price of $91.92 for 7,440.00 shares. Based on historical transaction data and AVUV's current price of $93.77, LAM GROUP, INC.'s estimated gain on his AVUV holdings is $317,443.50, reflecting a 11.08% gain to date.

LAM GROUP, INC. AVUV ($93.77) Holding Chart

LAM GROUP, INC. 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 %

Top Ranked Articles

  • 1