Midwest Financial Group LLC AVUV Holdings History
Number of Shares
105,339.00
Current Holdings Value*
$9.60 Mil
% of Portfolio
5.04%
Total Estimate Gain
$796,876.57
% of Total Estimate Gain
8.50%
Midwest Financial Group LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Midwest Financial Group LLC held 105,339.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $9.60 Mil. This investment constitutes 5.04% of their stock portfolio, and Midwest Financial Group LLC now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 9 purchases of AVUV, at an average price of $89.03, for a total of 105,339.00 shares. Based on historical transaction data and AVUV's current price of $96.59, Midwest Financial Group LLC's estimated gain on his AVUV holdings is $796,876.57, reflecting a 8.50% gain to date.
Midwest Financial Group LLC AVUV ($96.59) Holding Chart
Midwest Financial Group LLC AVUV ($96.59) 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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