Number of Shares
103,847.00
Current Holdings Value*
$8.06 Mil
% of Portfolio
4.55%
Total Estimate Gain
$1.75 Mil
% of Total Estimate Gain
21.91%

Silicon Hills Wealth Management, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2023-06-30, Silicon Hills Wealth Management, LLC held 103,847.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $8.06 Mil. This investment constitutes 4.55% of their stock portfolio, and Silicon Hills Wealth Management, LLC now holds 0.14% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2021Q3. And since then Silicon Hills Wealth Management, LLC has made 7 purchases of AVUV, at an average price of $76.83, for a total of 104,029.00 shares. In addition, there have been 1 sales at an average price of $78.01 for 182.00 shares. Based on historical transaction data and AVUV's current price of $93.69, Silicon Hills Wealth Management, LLC's estimated gain on his AVUV holdings is $1.75 Mil, reflecting a 21.91% gain to date.

Silicon Hills Wealth Management, LLC AVUV ($93.69) Holding Chart

Silicon Hills Wealth Management, LLC AVUV ($93.69) 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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