RCS Financial Planning, LLC AVUS Holdings History
Number of Shares
7,451.00
Current Holdings Value*
$688,320.00
% of Portfolio
0.36%
Total Estimate Gain
$37,553.04
% of Total Estimate Gain
5.17%
RCS Financial Planning, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, RCS Financial Planning, LLC held 7,451.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $688,320.00. This investment constitutes 0.36% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.01% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2025Q1. And since then RCS Financial Planning, LLC has made 1 purchases of AVUS, at an average price of $97.44, for a total of 7,451.00 shares. Based on historical transaction data and AVUS's current price of $102.48, RCS Financial Planning, LLC's estimated gain on his AVUS holdings is $37,553.04, reflecting a 5.17% gain to date.
RCS Financial Planning, LLC AVUS ($102.48) Holding Chart
RCS Financial Planning, LLC AVUS ($102.48) 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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