Pine Harbor Wealth Management, LLC AVUV Holdings History
Pine Harbor Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 163,769.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $14.28 Mil. This investment constitutes 5.71% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.1% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 5 purchases of AVUV, at an average price of $92.22, for a total of 163,769.00 shares. Based on historical transaction data and AVUV's current price of $96.21, Pine Harbor Wealth Management, LLC's estimated gain on his AVUV holdings is $653,314.89, reflecting a 4.33% gain to date.
Pine Harbor Wealth Management, LLC AVUV ($96.21) Holding Chart
Pine Harbor Wealth Management, LLC AVUV ($96.21) 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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