Prospect Financial Group LLC AVDV Holdings History
Number of Shares
39,846.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
3.54%
Total Estimate Gain
$509,630.34
% of Total Estimate Gain
19.00%
Prospect Financial Group LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Prospect Financial Group LLC held 39,846.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $2.78 Mil. This investment constitutes 3.54% of their stock portfolio, and Prospect Financial Group LLC now holds 0.03% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AVDV's current price of $80.11, Prospect Financial Group LLC's estimated gain on his AVDV holdings is $509,630.34, reflecting a 19.00% gain to date.
Prospect Financial Group LLC AVDV ($80.11) Holding Chart
Prospect Financial Group LLC AVDV ($80.11) 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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