Number of Shares
46,010.00
Current Holdings Value*
$4.19 Mil
% of Portfolio
3.12%
Total Estimate Gain
$904,217.15
% of Total Estimate Gain
20.73%

Seed Wealth Management, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-06-30, Seed Wealth Management, Inc. held 46,010.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $4.19 Mil. This investment constitutes 3.12% of their stock portfolio, and Seed Wealth Management, Inc. now holds 0.03% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2022Q4. And since then Seed Wealth Management, Inc. has made 3 purchases of AVUV, at an average price of $76.25, for a total of 57,195.00 shares. In addition, there have been 6 sales at an average price of $85.01 for 11,185.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Seed Wealth Management, Inc.'s estimated gain on his AVUV holdings is $904,217.15, reflecting a 20.73% gain to date.

Seed Wealth Management, Inc. AVUV ($93.77) Holding Chart

Seed Wealth Management, Inc. 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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