PLANWISER FINANCIAL, LLC AVIG Holdings History
Number of Shares
82,344.00
Current Holdings Value*
$3.38 Mil
% of Portfolio
3.06%
Total Estimate Gain
$24,291.48
% of Total Estimate Gain
0.72%
PLANWISER FINANCIAL, LLC's Avantis Core Fixed Income ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 82,344.00 shares of Avantis Core Fixed Income ETF(AVIG), totaling $3.38 Mil. This investment constitutes 3.06% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0.31% of the outstanding Avantis Core Fixed Income ETF(AVIG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AVIG's current price of $41.21, PLANWISER FINANCIAL, LLC's estimated gain on his AVIG holdings is $24,291.48, reflecting a 0.72% gain to date.
PLANWISER FINANCIAL, LLC AVIG ($41.21) Holding Chart
PLANWISER FINANCIAL, LLC AVIG ($41.21) 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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