Lauterbach Financial Advisors, LLC AVUV Holdings History
Lauterbach Financial Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Lauterbach Financial Advisors, LLC held 23,757.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $2.16 Mil. This investment constitutes 1.19% of their stock portfolio, and Lauterbach Financial Advisors, LLC now holds 0.01% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q4. And since then Lauterbach Financial Advisors, LLC has made 6 purchases of AVUV, at an average price of $81.64, for a total of 25,660.00 shares. In addition, there have been 8 sales at an average price of $81.29 for 1,903.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Lauterbach Financial Advisors, LLC's estimated gain on his AVUV holdings is $312,559.22, reflecting a 14.92% gain to date.
Lauterbach Financial Advisors, LLC AVUV ($94.83) Holding Chart
Lauterbach Financial Advisors, LLC AVUV ($94.83) 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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