Private Wealth Management Group, LLC AVUV Holdings History
Private Wealth Management Group, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 105,245.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $9.17 Mil. This investment constitutes 3.39% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 5 purchases of AVUV, at an average price of $88.19, for a total of 105,245.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Private Wealth Management Group, LLC's estimated gain on his AVUV holdings is $586,818.73, reflecting a 6.32% gain to date.
Private Wealth Management Group, LLC AVUV ($93.77) Holding Chart
Private Wealth Management Group, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
