O'Connor Financial Group LLC AVUV Holdings History
O'Connor Financial Group LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, O'Connor Financial Group LLC held 125,983.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $11.97 Mil. This investment constitutes 5.28% of their stock portfolio, and O'Connor Financial Group LLC now holds 0.07% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2025Q2. And since then O'Connor Financial Group LLC has made 1 purchases of AVUV, at an average price of $86.20, for a total of 125,983.00 shares. Based on historical transaction data and AVUV's current price of $95.06, O'Connor Financial Group LLC's estimated gain on his AVUV holdings is $1.12 Mil, reflecting a 10.28% gain to date.
O'Connor Financial Group LLC AVUV ($95.06) Holding Chart
O'Connor Financial Group LLC AVUV ($95.06) 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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