Number of Shares
28,427.00
Current Holdings Value*
$2.48 Mil
% of Portfolio
2.56%
Total Estimate Gain
$9,248.47
% of Total Estimate Gain
0.34%

Safe Harbor Fiduciary, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Safe Harbor Fiduciary, LLC held 28,427.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $2.48 Mil. This investment constitutes 2.56% of their stock portfolio, and Safe Harbor Fiduciary, LLC now holds 0.02% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $94.67 for 601.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Safe Harbor Fiduciary, LLC's estimated gain on his AVUV holdings is $9,248.47, reflecting a 0.34% gain to date.

Safe Harbor Fiduciary, LLC AVUV ($93.77) Holding Chart

Safe Harbor Fiduciary, 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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