Number of Shares
14,281.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
1.07%
Total Estimate Gain
$712,728.54
% of Total Estimate Gain
13.39%

Longview Financial Advisors, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Longview Financial Advisors, Inc. held 14,281.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $1.24 Mil. This investment constitutes 1.07% of their stock portfolio, and Longview Financial Advisors, Inc. now holds 0.01% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q4. And since then Longview Financial Advisors, Inc. has made 2 purchases of AVUV, at an average price of $82.77, for a total of 64,307.00 shares. In addition, there have been 3 sales at an average price of $93.90 for 50,026.00 shares. Based on historical transaction data and AVUV's current price of $93.69, Longview Financial Advisors, Inc.'s estimated gain on his AVUV holdings is $712,728.54, reflecting a 13.39% gain to date.

Longview Financial Advisors, Inc. AVUV ($93.69) Holding Chart

Longview Financial Advisors, Inc. AVUV ($93.69) 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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