Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$368,893.34
% of Total Estimate Gain
11.96%

M Holdings Securities, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, M Holdings Securities, Inc. held - shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling N/A. This investment constitutes 0% of their stock portfolio, and M Holdings Securities, Inc. now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q4. And since then M Holdings Securities, Inc. has made 5 purchases of AVUV, at an average price of $83.92, for a total of 36,745.00 shares. In addition, there have been 1 sales at an average price of $93.96 for 36,745.00 shares. Based on historical transaction data and AVUV's current price of $93.77, M Holdings Securities, Inc.'s estimated gain on his AVUV holdings is $368,893.34, reflecting a 11.96% gain to date.

M Holdings Securities, Inc. AVUV ($93.77) Holding Chart

M Holdings Securities, Inc. AVUV ($93.77) 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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