Symphony Financial, Ltd. Co. AVUV Holdings History
Symphony Financial, Ltd. Co.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 193,691.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $15.82 Mil. This investment constitutes 9.37% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0.11% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q3. And since then Symphony Financial, Ltd. Co. has made 9 purchases of AVUV, at an average price of $80.48, for a total of 435,184.00 shares. In addition, there have been 2 sales at an average price of $85.13 for 241,493.00 shares. Based on historical transaction data and AVUV's current price of $95.01, Symphony Financial, Ltd. Co.'s estimated gain on his AVUV holdings is $3.94 Mil, reflecting a 11.24% gain to date.
Symphony Financial, Ltd. Co. AVUV ($95.01) Holding Chart
Symphony Financial, Ltd. Co. AVUV ($95.01) 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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