Legacy Financial Strategies, LLC AVUV Holdings History
Legacy Financial Strategies, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Legacy Financial Strategies, LLC held 4,893.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $445,760.00. This investment constitutes 0.09% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q1. And since then Legacy Financial Strategies, LLC has made 3 purchases of AVUV, at an average price of $88.79, for a total of 32,477.00 shares. In addition, there have been 3 sales at an average price of $89.07 for 27,584.00 shares. Based on historical transaction data and AVUV's current price of $94.25, Legacy Financial Strategies, LLC's estimated gain on his AVUV holdings is $34,485.28, reflecting a 1.20% gain to date.
Legacy Financial Strategies, LLC AVUV ($94.25) Holding Chart
Legacy Financial Strategies, LLC AVUV ($94.25) 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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