Physician Wealth Solutions Inc. AVUV Holdings History
Physician Wealth Solutions Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 67,729.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $6.17 Mil. This investment constitutes 2.86% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 6 purchases of AVUV, at an average price of $85.22, for a total of 67,729.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Physician Wealth Solutions Inc.'s estimated gain on his AVUV holdings is $579,238.83, reflecting a 10.04% gain to date.
Physician Wealth Solutions Inc. AVUV ($93.77) Holding Chart
Physician Wealth Solutions Inc. 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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