CASTLE WEALTH MANAGEMENT LLC – Avantis U.S. Small Cap Value ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$2.87M
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.25%
quarter
Avantis U.S. Small Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.34% | 992 shares | -28K | $66.14 | 43.38K |
| Q2 2022 | share | Increase | 0.00% | 42.39K shares | 2.89M | $68.36 | 42.39K |