SkyOak Wealth, LLC AVUV Holdings History
SkyOak Wealth, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 100,444.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $8.76 Mil. This investment constitutes 1.92% of their stock portfolio, and SkyOak Wealth, LLC now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q3. And since then SkyOak Wealth, LLC has made 3 purchases of AVUV, at an average price of $95.01, for a total of 100,444.00 shares. Based on historical transaction data and AVUV's current price of $93.77, SkyOak Wealth, LLC's estimated gain on his AVUV holdings is $-124,977.56, reflecting a -1.31% gain to date.
SkyOak Wealth, LLC AVUV ($93.77) Holding Chart
SkyOak Wealth, 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 % | |||
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