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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