Life Planning Partners, Inc AVUS Holdings History
Life Planning Partners, Inc's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 12,294.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $1.14 Mil. This investment constitutes 1.03% of their stock portfolio, and Life Planning Partners, Inc now holds 0.01% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q4. And since then Life Planning Partners, Inc has made 5 purchases of AVUS, at an average price of $86.94, for a total of 12,294.00 shares. Based on historical transaction data and AVUS's current price of $102.27, Life Planning Partners, Inc's estimated gain on his AVUS holdings is $188,451.49, reflecting a 17.63% gain to date.
Life Planning Partners, Inc AVUS ($102.27) Holding Chart
Life Planning Partners, Inc AVUS ($102.27) 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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