PDS Planning, Inc AVUV Holdings History
PDS Planning, Inc's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, PDS Planning, Inc held 519,823.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $45.31 Mil. This investment constitutes 3.82% of their stock portfolio, and PDS Planning, Inc now holds 0.31% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q3. And since then PDS Planning, Inc has made 2 purchases of AVUV, at an average price of $93.64, for a total of 524,299.00 shares. In addition, there have been 1 sales at an average price of $93.96 for 4,476.00 shares. Based on historical transaction data and AVUV's current price of $93.69, PDS Planning, Inc's estimated gain on his AVUV holdings is $28,095.65, reflecting a 0.06% gain to date.
PDS Planning, Inc AVUV ($93.69) Holding Chart
PDS Planning, Inc AVUV ($93.69) 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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