SFG Wealth Management, LLC. AVUV Holdings History
SFG Wealth Management, LLC.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 130,274.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $11.36 Mil. This investment constitutes 5.55% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.08% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q4. And since then SFG Wealth Management, LLC. has made 11 purchases of AVUV, at an average price of $79.36, for a total of 140,026.00 shares. In addition, there have been 2 sales at an average price of $82.87 for 9,752.00 shares. Based on historical transaction data and AVUV's current price of $91.10, SFG Wealth Management, LLC.'s estimated gain on his AVUV holdings is $1.56 Mil, reflecting a 14.08% gain to date.
SFG Wealth Management, LLC. AVUV ($91.10) Holding Chart
SFG Wealth Management, LLC. AVUV ($91.10) 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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