Parkshore Wealth Management, Inc. AVUV Holdings History
Parkshore Wealth Management, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Parkshore Wealth Management, Inc. held 76,409.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.96 Mil. This investment constitutes 3.4% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 2 purchases of AVUV, at an average price of $98.25, for a total of 76,409.00 shares. Based on historical transaction data and AVUV's current price of $96.59, Parkshore Wealth Management, Inc.'s estimated gain on his AVUV holdings is $-126,603.03, reflecting a -1.69% gain to date.
Parkshore Wealth Management, Inc. AVUV ($96.59) Holding Chart
Parkshore Wealth Management, Inc. AVUV ($96.59) 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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