Moisand Fitzgerald Tamayo, LLC AVMV Holdings History
Moisand Fitzgerald Tamayo, LLC's Avantis U.S. Mid Cap Value ETF Holding Summary
As of 2025-06-30, Moisand Fitzgerald Tamayo, LLC held 429,561.00 shares of Avantis U.S. Mid Cap Value ETF(AVMV), totaling $28.08 Mil. This investment constitutes 3.55% of their stock portfolio, and Moisand Fitzgerald Tamayo, LLC now holds 13.51% of the outstanding Avantis U.S. Mid Cap Value ETF(AVMV) stock.
The initial trade took place in 2024Q3. And since then Moisand Fitzgerald Tamayo, LLC has made 3 purchases of AVMV, at an average price of $61.32, for a total of 434,919.00 shares. In addition, there have been 1 sales at an average price of $66.95 for 5,358.00 shares. Based on historical transaction data and AVMV's current price of $66.17, Moisand Fitzgerald Tamayo, LLC's estimated gain on his AVMV holdings is $2.11 Mil, reflecting a 7.92% gain to date.
Moisand Fitzgerald Tamayo, LLC AVMV ($66.17) Holding Chart
Moisand Fitzgerald Tamayo, LLC AVMV ($66.17) 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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