Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$620,745.67
% of Total Estimate Gain
4.48%

PSF Avantis Balanced Allocation Portfolio's Avantis U.S Small Cap Equity ETF Holding Summary

As of 2025-03-31, PSF Avantis Balanced Allocation Portfolio held - shares of Avantis U.S Small Cap Equity ETF(AVSC), totaling N/A. This investment constitutes 0% of their stock portfolio, and PSF Avantis Balanced Allocation Portfolio now holds 0% of the outstanding Avantis U.S Small Cap Equity ETF(AVSC) stock.

The initial trade took place in 2024Q2. And since then PSF Avantis Balanced Allocation Portfolio has made 2 purchases of AVSC, at an average price of $51.86, for a total of 267,190.00 shares. In addition, there have been 2 sales at an average price of $54.19 for 267,190.00 shares. Based on historical transaction data and AVSC's current price of $53.33, PSF Avantis Balanced Allocation Portfolio's estimated gain on his AVSC holdings is $620,745.67, reflecting a 4.48% gain to date.

PSF Avantis Balanced Allocation Portfolio AVSC ($53.33) Holding Chart

PSF Avantis Balanced Allocation Portfolio AVSC ($53.33) 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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