Safe Harbor Fiduciary, LLC AVUV Holdings History
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 % |
Top Ranked Articles
- 1