Plancorp, LLC AVUV Holdings History
Plancorp, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Plancorp, LLC held 1.13 Mil shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $103.12 Mil. This investment constitutes 3.57% of their stock portfolio, and Plancorp, LLC now holds 0.64% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q2. And since then Plancorp, LLC has made 15 purchases of AVUV, at an average price of $80.05, for a total of 1.20 Mil shares. In addition, there have been 2 sales at an average price of $72.83 for 64,538.00 shares. Based on historical transaction data and AVUV's current price of $96.41, Plancorp, LLC's estimated gain on his AVUV holdings is $18.05 Mil, reflecting a 18.85% gain to date.
Plancorp, LLC AVUV ($96.41) Holding Chart
Plancorp, LLC AVUV ($96.41) 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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