ELEVATE WEALTH ADVISORY, INC AVMV Holdings History
ELEVATE WEALTH ADVISORY, INC's Avantis U.S. Mid Cap Value ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 6,990.00 shares of Avantis U.S. Mid Cap Value ETF(AVMV), totaling $429,470.00. This investment constitutes 0.3% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.25% of the outstanding Avantis U.S. Mid Cap Value ETF(AVMV) stock.
The initial trade took place in 2025Q1. And since then ELEVATE WEALTH ADVISORY, INC has made 1 purchases of AVMV, at an average price of $65.43, for a total of 6,990.00 shares. Based on historical transaction data and AVMV's current price of $66.60, ELEVATE WEALTH ADVISORY, INC's estimated gain on his AVMV holdings is $8,178.30, reflecting a 1.79% gain to date.
ELEVATE WEALTH ADVISORY, INC AVMV ($66.60) Holding Chart
ELEVATE WEALTH ADVISORY, INC AVMV ($66.60) 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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