Number of Shares
67,672.00
Current Holdings Value*
$5.90 Mil
% of Portfolio
2.03%
Total Estimate Gain
$19,773.51
% of Total Estimate Gain
0.27%

Provident Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Provident Wealth Management, LLC held 67,672.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $5.90 Mil. This investment constitutes 2.03% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.04% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q1. And since then Provident Wealth Management, LLC has made 2 purchases of AVUV, at an average price of $92.66, for a total of 79,895.00 shares. In addition, there have been 3 sales at an average price of $93.64 for 12,223.00 shares. Based on historical transaction data and AVUV's current price of $92.78, Provident Wealth Management, LLC's estimated gain on his AVUV holdings is $19,773.51, reflecting a 0.27% gain to date.

Provident Wealth Management, LLC AVUV ($92.78) Holding Chart

Provident Wealth Management, LLC AVUV ($92.78) 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