Envision Financial Planning, LLC AVMC Holdings History
Envision Financial Planning, LLC's Avantis U.S. Mid Cap Equity ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 133,040.00 shares of Avantis U.S. Mid Cap Equity ETF(AVMC), totaling $8.25 Mil. This investment constitutes 4.2% of their stock portfolio, and Envision Financial Planning, LLC now holds 5.41% of the outstanding Avantis U.S. Mid Cap Equity ETF(AVMC) stock.
The initial trade took place in 2024Q3. And since then Envision Financial Planning, LLC has made 3 purchases of AVMC, at an average price of $62.49, for a total of 133,040.00 shares. Based on historical transaction data and AVMC's current price of $66.58, Envision Financial Planning, LLC's estimated gain on his AVMC holdings is $544,502.32, reflecting a 6.55% gain to date.
Envision Financial Planning, LLC AVMC ($66.58) Holding Chart
Envision Financial Planning, LLC AVMC ($66.58) 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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