Shotwell Rutter Baer Inc AVUV Holdings History
Shotwell Rutter Baer Inc's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Shotwell Rutter Baer Inc held 95,978.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $7.49 Mil. This investment constitutes 6.6% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 3 purchases of AVUV, at an average price of $80.80, for a total of 97,720.00 shares. In addition, there have been 2 sales at an average price of $94.55 for 1,742.00 shares. Based on historical transaction data and AVUV's current price of $90.35, Shotwell Rutter Baer Inc's estimated gain on his AVUV holdings is $940,834.23, reflecting a 11.92% gain to date.
Shotwell Rutter Baer Inc AVUV ($90.35) Holding Chart
Shotwell Rutter Baer Inc AVUV ($90.35) 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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