BWM Planning, LLC AVUV Holdings History
Number of Shares
96,922.00
Current Holdings Value*
$8.45 Mil
% of Portfolio
3.58%
Total Estimate Gain
$92,472.10
% of Total Estimate Gain
1.01%
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 $95.06, BWM Planning, LLC's estimated gain on his AVUV holdings is $92,472.10, reflecting a 1.01% gain to date.
BWM Planning, LLC AVUV ($95.06) Holding Chart
BWM Planning, LLC 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 % |
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