MEANS INVESTMENT CO., INC. AVUV Holdings History
MEANS INVESTMENT CO., INC.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, MEANS INVESTMENT CO., INC. held 347,601.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $30.30 Mil. This investment constitutes 3.22% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds 0.21% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q1. And since then MEANS INVESTMENT CO., INC. has made 5 purchases of AVUV, at an average price of $93.42, for a total of 347,601.00 shares. Based on historical transaction data and AVUV's current price of $96.50, MEANS INVESTMENT CO., INC.'s estimated gain on his AVUV holdings is $1.07 Mil, reflecting a 3.30% gain to date.
MEANS INVESTMENT CO., INC. AVUV ($96.50) Holding Chart
MEANS INVESTMENT CO., INC. AVUV ($96.50) 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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