Oakwell Private Wealth Management, LLC AVUV Holdings History
Oakwell Private Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 187,251.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $16.32 Mil. This investment constitutes 4.51% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.11% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q3. And since then Oakwell Private Wealth Management, LLC has made 13 purchases of AVUV, at an average price of $79.93, for a total of 205,783.00 shares. In addition, there have been 2 sales at an average price of $83.05 for 18,532.00 shares. Based on historical transaction data and AVUV's current price of $95.06, Oakwell Private Wealth Management, LLC's estimated gain on his AVUV holdings is $2.89 Mil, reflecting a 17.58% gain to date.
Oakwell Private Wealth Management, LLC AVUV ($95.06) Holding Chart
Oakwell Private Wealth Management, 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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