Meritas Wealth Management, LLC AVUV Holdings History
Meritas Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Meritas Wealth Management, LLC held 167,047.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $14.56 Mil. This investment constitutes 8.54% of their stock portfolio, and Meritas Wealth Management, LLC now holds 0.1% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then Meritas Wealth Management, LLC has made 8 purchases of AVUV, at an average price of $85.39, for a total of 168,151.00 shares. In addition, there have been 1 sales at an average price of $77.63 for 1,104.00 shares. Based on historical transaction data and AVUV's current price of $95.01, Meritas Wealth Management, LLC's estimated gain on his AVUV holdings is $1.60 Mil, reflecting a 11.14% gain to date.
Meritas Wealth Management, LLC AVUV ($95.01) Holding Chart
Meritas Wealth Management, LLC AVUV ($95.01) 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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