NORTHWEST WEALTH MANAGEMENT, LLC AVUV Holdings History
NORTHWEST WEALTH MANAGEMENT, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, NORTHWEST WEALTH MANAGEMENT, LLC held 161,840.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $14.11 Mil. This investment constitutes 2.81% of their stock portfolio, and NORTHWEST 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 2021Q2. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 15 purchases of AVUV, at an average price of $82.49, for a total of 163,333.00 shares. In addition, there have been 1 sales at an average price of $72.92 for 1,493.00 shares. Based on historical transaction data and AVUV's current price of $92.88, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his AVUV holdings is $1.67 Mil, reflecting a 12.37% gain to date.
NORTHWEST WEALTH MANAGEMENT, LLC AVUV ($92.88) Holding Chart
NORTHWEST WEALTH MANAGEMENT, LLC AVUV ($92.88) 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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