Mendota Financial Group, LLC AVMC Holdings History
Number of Shares
36,879.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
2.31%
Total Estimate Gain
$126,723.90
% of Total Estimate Gain
5.32%
Mendota Financial Group, LLC's Avantis U.S. Mid Cap Equity ETF Holding Summary
As of 2025-06-30, Mendota Financial Group, LLC held 36,879.00 shares of Avantis U.S. Mid Cap Equity ETF(AVMC), totaling $2.44 Mil. This investment constitutes 2.31% of their stock portfolio, and Mendota Financial Group, LLC now holds 1.38% of the outstanding Avantis U.S. Mid Cap Equity ETF(AVMC) stock.
The initial trade took place in 2025Q1. And since then Mendota Financial Group, LLC has made 2 purchases of AVMC, at an average price of $64.56, for a total of 36,879.00 shares. Based on historical transaction data and AVMC's current price of $67.99, Mendota Financial Group, LLC's estimated gain on his AVMC holdings is $126,723.90, reflecting a 5.32% gain to date.
Mendota Financial Group, LLC AVMC ($67.99) Holding Chart
Mendota Financial Group, LLC AVMC ($67.99) 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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