Number of Shares
108,591.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
4.61%
Total Estimate Gain
$1.50 Mil
% of Total Estimate Gain
16.19%

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 $96.30, Porter White Investment Advisors, Inc.'s estimated gain on his AVUV holdings is $1.50 Mil, reflecting a 16.19% gain to date.

Porter White Investment Advisors, Inc. AVUV ($96.30) Holding Chart

Porter White Investment Advisors, Inc. AVUV ($96.30) 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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