Symmetry Panoramic Tax-Managed Global Equity Fund AVUV Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 20,850.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $1.94 Mil. This investment constitutes 2.86% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.01% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2025Q1. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 1 purchases of AVUV, at an average price of $98.39, for a total of 20,850.00 shares. Based on historical transaction data and AVUV's current price of $96.59, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his AVUV holdings is $-37,530.00, reflecting a -1.83% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund AVUV ($96.59) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund AVUV ($96.59) 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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