True Wealth Design, LLC AVUV Holdings History
True Wealth Design, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 92,622.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $8.07 Mil. This investment constitutes 3.08% of their stock portfolio, and True Wealth Design, LLC now holds 0.05% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 5 purchases of AVUV, at an average price of $76.81, for a total of 220,424.00 shares. In addition, there have been 4 sales at an average price of $91.84 for 127,802.00 shares. Based on historical transaction data and AVUV's current price of $94.60, True Wealth Design, LLC's estimated gain on his AVUV holdings is $3.57 Mil, reflecting a 21.07% gain to date.
True Wealth Design, LLC AVUV ($94.60) Holding Chart
True Wealth Design, LLC AVUV ($94.60) 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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