SATOVSKY ASSET MANAGEMENT LLC AVUV Holdings History
SATOVSKY ASSET MANAGEMENT LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 612,625.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $53.40 Mil. This investment constitutes 11.95% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 0.36% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 10 purchases of AVUV, at an average price of $75.98, for a total of 632,514.00 shares. In addition, there have been 3 sales at an average price of $88.69 for 19,889.00 shares. Based on historical transaction data and AVUV's current price of $94.83, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his AVUV holdings is $11.80 Mil, reflecting a 24.56% gain to date.
SATOVSKY ASSET MANAGEMENT LLC AVUV ($94.83) Holding Chart
SATOVSKY ASSET MANAGEMENT LLC AVUV ($94.83) 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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