Meredith Wealth Planning AVUS Holdings History
Meredith Wealth Planning's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 82,657.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $8.33 Mil. This investment constitutes 3.03% of their stock portfolio, and Meredith Wealth Planning now holds 0.1% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q1. And since then Meredith Wealth Planning has made 9 purchases of AVUS, at an average price of $76.69, for a total of 82,925.00 shares. In addition, there have been 2 sales at an average price of $97.86 for 268.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Meredith Wealth Planning's estimated gain on his AVUS holdings is $2.14 Mil, reflecting a 33.66% gain to date.
Meredith Wealth Planning AVUS ($102.51) Holding Chart
Meredith Wealth Planning AVUS ($102.51) 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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