CIA
Concurrent Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Buy |
80,679
+6,719
| +9% | +$612K | 0.14% | 151 |
|
|
2025
Q1 | $6.45M | Buy |
73,960
+11,293
| +18% | +$984K | 0.16% | 140 |
|
|
2024
Q4 | $6.05M | Buy |
62,667
+7,752
| +14% | +$748K | 0.16% | 129 |
|
|
2024
Q3 | $5.27M | Buy |
54,915
+1,237
| +2% | +$119K | 0.16% | 138 |
|
|
2024
Q2 | $4.82M | Buy |
53,678
+557
| +1% | +$50K | 0.16% | 141 |
|
|
2024
Q1 | $4.98M | Sell |
53,121
-2,248
| -4% | -$211K | 0.2% | 115 |
|
|
2023
Q4 | $4.97M | Buy |
+55,369
| New | +$4.97M | 0.23% | 96 |
|