Spectrum Wealth Advisory Group, LLC AVUV Holdings History
Spectrum Wealth Advisory Group, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 3,734.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $325,500.00. This investment constitutes 0.16% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Advisory Group, LLC has made 1 purchases of AVUV, at an average price of $93.47, for a total of 44,623.00 shares. In addition, there have been 2 sales at an average price of $94.09 for 40,889.00 shares. Based on historical transaction data and AVUV's current price of $93.20, Spectrum Wealth Advisory Group, LLC's estimated gain on his AVUV holdings is $24,340.01, reflecting a 0.58% gain to date.
Spectrum Wealth Advisory Group, LLC AVUV ($93.20) Holding Chart
Spectrum Wealth Advisory Group, LLC AVUV ($93.20) 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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