OXFORD FINANCIAL GROUP, LTD. LLC AVUV Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 705,715.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $61.52 Mil. This investment constitutes 4.31% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.41% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q3. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 4 purchases of AVUV, at an average price of $80.67, for a total of 738,890.00 shares. In addition, there have been 3 sales at an average price of $96.83 for 33,175.00 shares. Based on historical transaction data and AVUV's current price of $93.77, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his AVUV holdings is $9.78 Mil, reflecting a 16.40% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC AVUV ($93.77) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC AVUV ($93.77) 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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