Truepoint, Inc. AVUV Holdings History
Truepoint, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Truepoint, Inc. held 2.54 Mil shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $221.33 Mil. This investment constitutes 6% of their stock portfolio, and Truepoint, Inc. now holds 1.49% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q2. And since then Truepoint, Inc. has made 13 purchases of AVUV, at an average price of $77.63, for a total of 2.78 Mil shares. In addition, there have been 3 sales at an average price of $75.17 for 239,955.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Truepoint, Inc.'s estimated gain on his AVUV holdings is $40.40 Mil, reflecting a 18.73% gain to date.
Truepoint, Inc. AVUV ($93.77) Holding Chart
Truepoint, Inc. AVUV ($93.77) 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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