Number of Shares
48,212.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
2.34%
Total Estimate Gain
$89,192.20
% of Total Estimate Gain
1.97%

Lindenwold Advisors, INC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Lindenwold Advisors, INC held 48,212.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $4.20 Mil. This investment constitutes 2.34% of their stock portfolio, and Lindenwold Advisors, INC now holds 0.03% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2025Q1. And since then Lindenwold Advisors, INC has made 1 purchases of AVUV, at an average price of $93.96, for a total of 48,212.00 shares. Based on historical transaction data and AVUV's current price of $95.81, Lindenwold Advisors, INC's estimated gain on his AVUV holdings is $89,192.20, reflecting a 1.97% gain to date.

Lindenwold Advisors, INC AVUV ($95.81) Holding Chart

Lindenwold Advisors, INC AVUV ($95.81) 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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