PLANWISER FINANCIAL, LLC AVLV Holdings History
Number of Shares
78,154.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
4.47%
Total Estimate Gain
$94,566.34
% of Total Estimate Gain
1.78%
PLANWISER FINANCIAL, LLC's Avantis U.S. Large Cap Value ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 78,154.00 shares of Avantis U.S. Large Cap Value ETF(AVLV), totaling $4.94 Mil. This investment constitutes 4.47% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0.08% of the outstanding Avantis U.S. Large Cap Value ETF(AVLV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AVLV's current price of $69.01, PLANWISER FINANCIAL, LLC's estimated gain on his AVLV holdings is $94,566.34, reflecting a 1.78% gain to date.
PLANWISER FINANCIAL, LLC AVLV ($69.01) Holding Chart
PLANWISER FINANCIAL, LLC AVLV ($69.01) 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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