SC&H Financial Advisors, Inc. AVUS Holdings History
SC&H Financial Advisors, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, SC&H Financial Advisors, Inc. held 637,576.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $58.90 Mil. This investment constitutes 11.59% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.77% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q4. And since then SC&H Financial Advisors, Inc. has made 13 purchases of AVUS, at an average price of $78.20, for a total of 637,576.00 shares. Based on historical transaction data and AVUS's current price of $102.34, SC&H Financial Advisors, Inc.'s estimated gain on his AVUS holdings is $15.39 Mil, reflecting a 30.87% gain to date.
SC&H Financial Advisors, Inc. AVUS ($102.34) Holding Chart
SC&H Financial Advisors, Inc. AVUS ($102.34) 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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