Planned Solutions, Inc. AVUV Holdings History
Planned Solutions, Inc.'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 103,011.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $8.98 Mil. This investment constitutes 3.64% of their stock portfolio, and Planned Solutions, Inc. now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q3. And since then Planned Solutions, Inc. has made 3 purchases of AVUV, at an average price of $99.27, for a total of 103,011.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Planned Solutions, Inc.'s estimated gain on his AVUV holdings is $-567,003.24, reflecting a -5.54% gain to date.
Planned Solutions, Inc. AVUV ($93.77) Holding Chart
Planned Solutions, Inc. AVUV ($93.77) 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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