Shotwell Rutter Baer Inc AVDV Holdings History
Number of Shares
2,531.00
Current Holdings Value*
$202,960.00
% of Portfolio
0.14%
Total Estimate Gain
$13,515.54
% of Total Estimate Gain
7.23%
Shotwell Rutter Baer Inc's Avantis International Small Cap Value ETF Holding Summary
As of 2025-06-30, Shotwell Rutter Baer Inc held 2,531.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $202,960.00. This investment constitutes 0.14% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2025Q2. And since then Shotwell Rutter Baer Inc has made 1 purchases of AVDV, at an average price of $73.90, for a total of 2,531.00 shares. Based on historical transaction data and AVDV's current price of $79.24, Shotwell Rutter Baer Inc's estimated gain on his AVDV holdings is $13,515.54, reflecting a 7.23% gain to date.
Shotwell Rutter Baer Inc AVDV ($79.24) Holding Chart
Shotwell Rutter Baer Inc AVDV ($79.24) 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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