Number of Shares
134,686.00
Current Holdings Value*
$12.27 Mil
% of Portfolio
2.88%
Total Estimate Gain
$2.32 Mil
% of Total Estimate Gain
14.51%

MFA Wealth Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-06-30, MFA Wealth Advisors, LLC held 134,686.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $12.27 Mil. This investment constitutes 2.88% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.08% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2022Q1. And since then MFA Wealth Advisors, LLC has made 9 purchases of AVUV, at an average price of $80.01, for a total of 200,105.00 shares. In addition, there have been 5 sales at an average price of $87.20 for 65,419.00 shares. Based on historical transaction data and AVUV's current price of $93.77, MFA Wealth Advisors, LLC's estimated gain on his AVUV holdings is $2.32 Mil, reflecting a 14.51% gain to date.

MFA Wealth Advisors, LLC AVUV ($93.77) Holding Chart

MFA Wealth Advisors, LLC 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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