Ridgeline Wealth Planning, LLC AVUV Holdings History
Ridgeline Wealth Planning, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held - shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $93.96 for 17,388.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Ridgeline Wealth Planning, LLC's estimated gain on his AVUV holdings is $-94,938.48, reflecting a -5.49% gain to date.
Ridgeline Wealth Planning, LLC AVUV ($93.77) Holding Chart
Ridgeline Wealth Planning, 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 % | |||
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