Avantax Planning Partners, Inc. AVUV Holdings History
Avantax Planning Partners, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Avantax Planning Partners, Inc. held 817,595.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $71.27 Mil. This investment constitutes 2.52% of their stock portfolio, and Avantax Planning Partners, Inc. now holds 0.48% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q1. And since then Avantax Planning Partners, Inc. has made 3 purchases of AVUV, at an average price of $88.80, for a total of 977,539.00 shares. In addition, there have been 2 sales at an average price of $93.60 for 159,944.00 shares. Based on historical transaction data and AVUV's current price of $95.06, Avantax Planning Partners, Inc.'s estimated gain on his AVUV holdings is $5.89 Mil, reflecting a 6.78% gain to date.
Avantax Planning Partners, Inc. AVUV ($95.06) Holding Chart
Avantax Planning Partners, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
