Divergent Planning, LLC AVUS Holdings History
Number of Shares
218,852.00
Current Holdings Value*
$20.47 Mil
% of Portfolio
6.79%
Total Estimate Gain
$6.42 Mil
% of Total Estimate Gain
40.08%
Divergent Planning, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Divergent Planning, LLC held 218,852.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $20.47 Mil. This investment constitutes 6.79% of their stock portfolio, and Divergent Planning, LLC now holds 0.26% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q2. And since then Divergent Planning, LLC has made 11 purchases of AVUS, at an average price of $73.19, for a total of 218,852.00 shares. Based on historical transaction data and AVUS's current price of $102.53, Divergent Planning, LLC's estimated gain on his AVUS holdings is $6.42 Mil, reflecting a 40.08% gain to date.
Divergent Planning, LLC AVUS ($102.53) Holding Chart
Divergent Planning, LLC AVUS ($102.53) 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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