McMill Wealth Management AVUV Holdings History
Number of Shares
190,744.00
Current Holdings Value*
$16.63 Mil
% of Portfolio
6.7%
Total Estimate Gain
$-878,894.08
% of Total Estimate Gain
-4.68%
McMill Wealth Management's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, McMill Wealth Management held 190,744.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $16.63 Mil. This investment constitutes 6.7% of their stock portfolio, and McMill Wealth Management now holds 0.11% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of AVUV, at an average price of $98.38, for a total of 190,744.00 shares. Based on historical transaction data and AVUV's current price of $93.77, McMill Wealth Management's estimated gain on his AVUV holdings is $-878,894.08, reflecting a -4.68% gain to date.
McMill Wealth Management AVUV ($93.77) Holding Chart
McMill Wealth Management 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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