PLANWISER FINANCIAL, LLC AVUS Holdings History
Number of Shares
128,743.00
Current Holdings Value*
$11.84 Mil
% of Portfolio
10.72%
Total Estimate Gain
$652,727.01
% of Total Estimate Gain
5.20%
PLANWISER FINANCIAL, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 128,743.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $11.84 Mil. This investment constitutes 10.72% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0.15% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AVUS's current price of $102.51, PLANWISER FINANCIAL, LLC's estimated gain on his AVUS holdings is $652,727.01, reflecting a 5.20% gain to date.
PLANWISER FINANCIAL, LLC AVUS ($102.51) Holding Chart
PLANWISER FINANCIAL, 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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