Liberty Capital Management, Inc. AVUV Holdings History
Number of Shares
71,154.00
Current Holdings Value*
$6.48 Mil
% of Portfolio
1.31%
Total Estimate Gain
$839,993.40
% of Total Estimate Gain
13.92%
Liberty Capital Management, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Liberty Capital Management, Inc. held 71,154.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.48 Mil. This investment constitutes 1.31% of their stock portfolio, and Liberty Capital Management, Inc. now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q2. And since then Liberty Capital Management, Inc. has made 9 purchases of AVUV, at an average price of $84.78, for a total of 71,154.00 shares. Based on historical transaction data and AVUV's current price of $96.59, Liberty Capital Management, Inc.'s estimated gain on his AVUV holdings is $839,993.40, reflecting a 13.92% gain to date.
Liberty Capital Management, Inc. AVUV ($96.59) Holding Chart
Liberty Capital Management, Inc. AVUV ($96.59) 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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