STRATEGIC PLANNING GROUP, LLC AVUV Holdings History
STRATEGIC PLANNING GROUP, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, STRATEGIC PLANNING GROUP, LLC held - shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling N/A. This investment constitutes 0% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2024Q3. And since then STRATEGIC PLANNING GROUP, LLC has made 3 purchases of AVUV, at an average price of $94.41, for a total of 139,727.00 shares. In addition, there have been 1 sales at an average price of $86.20 for 139,727.00 shares. Based on historical transaction data and AVUV's current price of $94.60, STRATEGIC PLANNING GROUP, LLC's estimated gain on his AVUV holdings is $-1.15 Mil, reflecting a -8.69% gain to date.
STRATEGIC PLANNING GROUP, LLC AVUV ($94.60) Holding Chart
STRATEGIC PLANNING GROUP, LLC AVUV ($94.60) 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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