PIWA
Prevail Innovative Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
23,597
+3,509
| +17% | +$354K | 0.53% | 62 |
|
|
2025
Q1 | $1.86M | Buy |
20,088
+3,024
| +18% | +$279K | 0.49% | 66 |
|
|
2024
Q4 | $1.65M | Buy |
17,064
+3,532
| +26% | +$342K | 0.48% | 69 |
|
|
2024
Q3 | $1.29M | Sell |
13,532
-11,738
| -46% | -$1.12M | 0.39% | 86 |
|
|
2024
Q2 | $2.28M | Sell |
25,270
-2,740
| -10% | -$247K | 0.81% | 58 |
|
|
2024
Q1 | $2.51M | Buy |
28,010
+17,767
| +173% | +$1.59M | 0.93% | 31 |
|
|
2023
Q4 | $835K | Buy |
+10,243
| New | +$835K | 0.4% | 72 |
|