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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