Merriman Wealth Management, LLC AVUV Holdings History
Merriman Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 3.52 Mil shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $339.81 Mil. This investment constitutes 14.15% of their stock portfolio, and Merriman Wealth Management, LLC now holds 2.14% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q2. And since then Merriman Wealth Management, LLC has made 10 purchases of AVUV, at an average price of $76.21, for a total of 4.04 Mil shares. In addition, there have been 5 sales at an average price of $83.56 for 515,432.00 shares. Based on historical transaction data and AVUV's current price of $94.83, Merriman Wealth Management, LLC's estimated gain on his AVUV holdings is $69.32 Mil, reflecting a 22.54% gain to date.
Merriman Wealth Management, LLC AVUV ($94.83) Holding Chart
Merriman Wealth Management, LLC AVUV ($94.83) 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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