Number of Shares
58,976.00
Current Holdings Value*
$5.37 Mil
% of Portfolio
2.64%
Total Estimate Gain
$-41,780.13
% of Total Estimate Gain
-0.74%

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

As of 2025-06-30, Team Financial Group, LLC held 58,976.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $5.37 Mil. This investment constitutes 2.64% 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 5 purchases of AVUV, at an average price of $95.97, for a total of 59,211.00 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 $95.29, Team Financial Group, LLC's estimated gain on his AVUV holdings is $-41,780.13, reflecting a -0.74% gain to date.

Team Financial Group, LLC AVUV ($95.29) Holding Chart

Team Financial Group, LLC AVUV ($95.29) 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 %

Top Ranked Articles

  • 1