Trace Wealth Advisors, LLC AVUV Holdings History
Trace Wealth Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Trace Wealth Advisors, LLC held 87,300.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $7.61 Mil. This investment constitutes 6.78% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0.05% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q4. And since then Trace Wealth Advisors, LLC has made 1 purchases of AVUV, at an average price of $99.30, for a total of 87,300.00 shares. Based on historical transaction data and AVUV's current price of $90.90, Trace Wealth Advisors, LLC's estimated gain on his AVUV holdings is $-733,695.00, reflecting a -8.46% gain to date.
Trace Wealth Advisors, LLC AVUV ($90.90) Holding Chart
Trace Wealth Advisors, LLC AVUV ($90.90) 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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