WorthPointe, LLC AVUV Holdings History
WorthPointe, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, WorthPointe, LLC held 49,264.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $4.29 Mil. This investment constitutes 1.92% of their stock portfolio, and WorthPointe, LLC now holds 0.03% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 10 purchases of AVUV, at an average price of $81.35, for a total of 61,930.00 shares. In addition, there have been 3 sales at an average price of $74.19 for 12,666.00 shares. Based on historical transaction data and AVUV's current price of $95.06, WorthPointe, LLC's estimated gain on his AVUV holdings is $584,504.32, reflecting a 11.60% gain to date.
WorthPointe, LLC AVUV ($95.06) Holding Chart
WorthPointe, 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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