Windsor Wealth Management, Inc. AVUV Holdings History
Windsor Wealth Management, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 277,951.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $21.67 Mil. This investment constitutes 3.97% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.38% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q2. And since then Windsor Wealth Management, Inc. has made 5 purchases of AVUV, at an average price of $76.46, for a total of 285,306.00 shares. In addition, there have been 1 sales at an average price of $73.22 for 7,355.00 shares. Based on historical transaction data and AVUV's current price of $93.66, Windsor Wealth Management, Inc.'s estimated gain on his AVUV holdings is $4.76 Mil, reflecting a 21.80% gain to date.
Windsor Wealth Management, Inc. AVUV ($93.66) Holding Chart
Windsor Wealth Management, Inc. AVUV ($93.66) 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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