My Personal CFO, LLC AVUS Holdings History
Number of Shares
138,761.00
Current Holdings Value*
$12.82 Mil
% of Portfolio
6.46%
Total Estimate Gain
$3.35 Mil
% of Total Estimate Gain
30.82%
My Personal CFO, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, My Personal CFO, LLC held 138,761.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $12.82 Mil. This investment constitutes 6.46% of their stock portfolio, and My Personal CFO, LLC now holds 0.17% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q4. And since then My Personal CFO, LLC has made 10 purchases of AVUS, at an average price of $78.36, for a total of 138,761.00 shares. Based on historical transaction data and AVUS's current price of $102.51, My Personal CFO, LLC's estimated gain on his AVUS holdings is $3.35 Mil, reflecting a 30.82% gain to date.
My Personal CFO, LLC AVUS ($102.51) Holding Chart
My Personal CFO, LLC 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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