Ridgeline Wealth, LLC AVSC Holdings History
Ridgeline Wealth, LLC's Avantis U.S Small Cap Equity ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 64,202.00 shares of Avantis U.S Small Cap Equity ETF(AVSC), totaling $3.31 Mil. This investment constitutes 2.7% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0.2% of the outstanding Avantis U.S Small Cap Equity ETF(AVSC) stock.
The initial trade took place in 2025Q2. And since then Ridgeline Wealth, LLC has made 1 purchases of AVSC, at an average price of $48.29, for a total of 64,202.00 shares. Based on historical transaction data and AVSC's current price of $53.33, Ridgeline Wealth, LLC's estimated gain on his AVSC holdings is $323,578.08, reflecting a 10.44% gain to date.
Ridgeline Wealth, LLC AVSC ($53.33) Holding Chart
Ridgeline Wealth, LLC AVSC ($53.33) 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
