Creative Planning AVDV Holdings History
Creative Planning's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Creative Planning held 14.44 Mil shares of Avantis International Small Cap Value ETF(AVDV), totaling $1.01 Bil. This investment constitutes 0.95% of their stock portfolio, and Creative Planning now holds 12.68% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2021Q2. And since then Creative Planning has made 15 purchases of AVDV, at an average price of $63.02, for a total of 15.13 Mil shares. In addition, there have been 1 sales at an average price of $58.29 for 683,086.00 shares. Based on historical transaction data and AVDV's current price of $78.86, Creative Planning's estimated gain on his AVDV holdings is $225.49 Mil, reflecting a 23.65% gain to date.
Creative Planning AVDV ($78.86) Holding Chart
Creative Planning AVDV ($78.86) 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
