Tower Wealth Partners, Inc. AVUV Holdings History
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 $94.83, Tower Wealth Partners, Inc.'s estimated gain on his AVUV holdings is $2.87 Mil, reflecting a 28.71% gain to date.
Tower Wealth Partners, Inc. AVUV ($94.83) Holding Chart
Tower Wealth Partners, Inc. AVUV ($94.83) 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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