Simplicity Wealth,LLC AVSF Holdings History
Simplicity Wealth,LLC's Avantis Short-Term Fixed Income ETF Holding Summary
As of 2025-03-31, Simplicity Wealth,LLC held 617,528.00 shares of Avantis Short-Term Fixed Income ETF(AVSF), totaling $28.86 Mil. This investment constitutes 2.24% of their stock portfolio, and Simplicity Wealth,LLC now holds 4.77% of the outstanding Avantis Short-Term Fixed Income ETF(AVSF) stock.
The initial trade took place in 2024Q1. And since then Simplicity Wealth,LLC has made 4 purchases of AVSF, at an average price of $46.48, for a total of 1.09 Mil shares. In addition, there have been 1 sales at an average price of $46.46 for 476,671.00 shares. Based on historical transaction data and AVSF's current price of $46.84, Simplicity Wealth,LLC's estimated gain on his AVSF holdings is $216,628.34, reflecting a 0.43% gain to date.
Simplicity Wealth,LLC AVSF ($46.84) Holding Chart
Simplicity Wealth,LLC AVSF ($46.84) 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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