SILVER OAK WEALTH ADVISORS SERVICES, LLC AVUV Holdings History
SILVER OAK WEALTH ADVISORS SERVICES, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 36,135.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $3.15 Mil. This investment constitutes 2.81% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0.02% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. And since then SILVER OAK WEALTH ADVISORS SERVICES, LLC has made 1 purchases of AVUV, at an average price of $99.14, for a total of 36,135.00 shares. Based on historical transaction data and AVUV's current price of $93.77, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his AVUV holdings is $-193,968.93, reflecting a -5.41% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC AVUV ($93.77) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, 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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