Waypoint Capital Advisors, LLC AVUV Holdings History
Waypoint Capital Advisors, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2024-09-30, Waypoint Capital Advisors, LLC held 84,859.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $8.14 Mil. This investment constitutes 1.73% of their stock portfolio, and Waypoint Capital Advisors, LLC now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q2. And since then Waypoint Capital Advisors, LLC has made 7 purchases of AVUV, at an average price of $77.53, for a total of 125,788.00 shares. In addition, there have been 3 sales at an average price of $92.07 for 40,929.00 shares. Based on historical transaction data and AVUV's current price of $94.53, Waypoint Capital Advisors, LLC's estimated gain on his AVUV holdings is $2.04 Mil, reflecting a 20.90% gain to date.
Waypoint Capital Advisors, LLC AVUV ($94.53) Holding Chart
Waypoint Capital Advisors, LLC AVUV ($94.53) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
