Ullmann Wealth Partners Group, LLC AVUV Holdings History
Ullmann Wealth Partners Group, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 50,013.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $4.56 Mil. This investment constitutes 0.54% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.03% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2025Q1. And since then Ullmann Wealth Partners Group, LLC has made 2 purchases of AVUV, at an average price of $87.31, for a total of 50,013.00 shares. Based on historical transaction data and AVUV's current price of $94.18, Ullmann Wealth Partners Group, LLC's estimated gain on his AVUV holdings is $343,472.30, reflecting a 7.87% gain to date.
Ullmann Wealth Partners Group, LLC AVUV ($94.18) Holding Chart
Ullmann Wealth Partners Group, LLC AVUV ($94.18) 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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