Creative Planning AVUV Holdings History
Creative Planning's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Creative Planning held 11.24 Mil shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $979.83 Mil. This investment constitutes 0.92% of their stock portfolio, and Creative Planning now holds 6.59% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q2. And since then Creative Planning has made 15 purchases of AVUV, at an average price of $85.91, for a total of 11.97 Mil shares. In addition, there have been 1 sales at an average price of $78.01 for 730,760.00 shares. Based on historical transaction data and AVUV's current price of $93.69, Creative Planning's estimated gain on his AVUV holdings is $81.62 Mil, reflecting a 7.94% gain to date.
Creative Planning AVUV ($93.69) Holding Chart
Creative Planning AVUV ($93.69) 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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