Evensky & Katz LLC AVMV Holdings History
Number of Shares
103,631.00
Current Holdings Value*
$6.37 Mil
% of Portfolio
0.43%
Total Estimate Gain
$30,072.29
% of Total Estimate Gain
0.44%
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 $65.78, Evensky & Katz LLC's estimated gain on his AVMV holdings is $30,072.29, reflecting a 0.44% gain to date.
Evensky & Katz LLC AVMV ($65.78) Holding Chart
Evensky & Katz LLC AVMV ($65.78) 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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