Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$292,589.72
% of Total Estimate Gain
7.52%

New England Private Wealth Advisors LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, New England Private Wealth Advisors LLC held - shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling N/A. This investment constitutes 0% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q3. And since then New England Private Wealth Advisors LLC has made 6 purchases of AVUV, at an average price of $87.39, for a total of 44,521.00 shares. In addition, there have been 1 sales at an average price of $93.96 for 44,521.00 shares. Based on historical transaction data and AVUV's current price of $95.01, New England Private Wealth Advisors LLC's estimated gain on his AVUV holdings is $292,589.72, reflecting a 7.52% gain to date.

New England Private Wealth Advisors LLC AVUV ($95.01) Holding Chart

New England Private Wealth Advisors 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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