ENZI WEALTH AVMV Holdings History
ENZI WEALTH's Avantis U.S. Mid Cap Value ETF Holding Summary
As of 2025-06-30, ENZI WEALTH held 138,675.00 shares of Avantis U.S. Mid Cap Value ETF(AVMV), totaling $9.29 Mil. This investment constitutes 3.4% of their stock portfolio, and ENZI WEALTH now holds 4.36% of the outstanding Avantis U.S. Mid Cap Value ETF(AVMV) stock.
The initial trade took place in 2024Q2. And since then ENZI WEALTH has made 5 purchases of AVMV, at an average price of $62.15, for a total of 138,675.00 shares. Based on historical transaction data and AVMV's current price of $66.54, ENZI WEALTH's estimated gain on his AVMV holdings is $609,263.81, reflecting a 7.07% gain to date.
ENZI WEALTH AVMV ($66.54) Holding Chart
ENZI WEALTH AVMV ($66.54) 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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