Porter White Investment Advisors, Inc. AVUV Holdings History
Porter White Investment Advisors, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 108,591.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $9.89 Mil. This investment constitutes 4.61% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q2. And since then Porter White Investment Advisors, Inc. has made 4 purchases of AVUV, at an average price of $82.63, for a total of 111,885.00 shares. In addition, there have been 1 sales at an average price of $86.20 for 3,294.00 shares. Based on historical transaction data and AVUV's current price of $96.59, Porter White Investment Advisors, Inc.'s estimated gain on his AVUV holdings is $1.53 Mil, reflecting a 16.53% gain to date.
Porter White Investment Advisors, Inc. AVUV ($96.59) Holding Chart
Porter White Investment Advisors, 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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