Number of Shares
135,647.00
Current Holdings Value*
$11.82 Mil
% of Portfolio
6.32%
Total Estimate Gain
$3.11 Mil
% of Total Estimate Gain
31.09%

Tower Wealth Partners, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary

As of 2025-03-31, Tower Wealth Partners, Inc. held 135,647.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $11.82 Mil. This investment constitutes 6.32% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0.08% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.

The initial trade took place in 2022Q3. And since then Tower Wealth Partners, Inc. has made 11 purchases of AVUV, at an average price of $73.68, for a total of 135,647.00 shares. Based on historical transaction data and AVUV's current price of $96.59, Tower Wealth Partners, Inc.'s estimated gain on his AVUV holdings is $3.11 Mil, reflecting a 31.09% gain to date.

Tower Wealth Partners, Inc. AVUV ($96.59) Holding Chart

Tower Wealth Partners, Inc. 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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