WMG Financial Advisors, LLC AVUV Holdings History
WMG Financial Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 292,008.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $25.45 Mil. This investment constitutes 10.83% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0.17% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 13 purchases of AVUV, at an average price of $82.19, for a total of 292,008.00 shares. Based on historical transaction data and AVUV's current price of $95.06, WMG Financial Advisors, LLC's estimated gain on his AVUV holdings is $3.76 Mil, reflecting a 15.66% gain to date.
WMG Financial Advisors, LLC AVUV ($95.06) Holding Chart
WMG Financial Advisors, LLC AVUV ($95.06) 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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