BWM Planning, LLC AVUV Holdings History
BWM Planning, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held 96,922.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $8.45 Mil. This investment constitutes 3.58% of their stock portfolio, and BWM Planning, LLC now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 2 purchases of AVUV, at an average price of $94.11, for a total of 96,922.00 shares. Based on historical transaction data and AVUV's current price of $96.59, BWM Planning, LLC's estimated gain on his AVUV holdings is $240,762.76, reflecting a 2.64% gain to date.
BWM Planning, LLC AVUV ($96.59) Holding Chart
BWM Planning, LLC AVUV ($96.59) 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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