Evensky & Katz LLC AVMV Holdings History
Evensky & Katz LLC's Avantis U.S. Mid Cap Value ETF Holding Summary
As of 2025-03-31, Evensky & Katz LLC held 103,631.00 shares of Avantis U.S. Mid Cap Value ETF(AVMV), totaling $6.37 Mil. This investment constitutes 0.43% of their stock portfolio, and Evensky & Katz LLC now holds 3.75% of the outstanding Avantis U.S. Mid Cap Value ETF(AVMV) stock.
The initial trade took place in 2024Q4. And since then Evensky & Katz LLC has made 2 purchases of AVMV, at an average price of $65.49, for a total of 103,631.00 shares. Based on historical transaction data and AVMV's current price of $66.97, Evensky & Katz LLC's estimated gain on his AVMV holdings is $153,393.18, reflecting a 2.26% gain to date.
Evensky & Katz LLC AVMV ($66.97) Holding Chart
Evensky & Katz LLC AVMV ($66.97) 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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