Number of Shares
54,692.00
Current Holdings Value*
$4.77 Mil
% of Portfolio
2.75%
Total Estimate Gain
$-168,228.89
% of Total Estimate Gain
-3.17%

Team Financial Group, LLC's Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Team Financial Group, LLC held 54,692.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $4.77 Mil. This investment constitutes 2.75% of their stock portfolio, and Team Financial Group, LLC now holds 0.03% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2023Q3. And since then Team Financial Group, LLC has made 4 purchases of AVUV, at an average price of $96.73, for a total of 54,927.00 shares. In addition, there have been 1 sales at an average price of $88.48 for 235.00 shares. Based on historical transaction data and AVUV's current price of $93.69, Team Financial Group, LLC's estimated gain on his AVUV holdings is $-168,228.89, reflecting a -3.17% gain to date.

Team Financial Group, LLC AVUV ($93.69) Holding Chart

Team Financial Group, 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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