Number of Shares
74,970.00
Current Holdings Value*
$4.61 Mil
% of Portfolio
2.66%
Total Estimate Gain
$99,333.10
% of Total Estimate Gain
2.03%

Team Financial Group, LLC's Avantis U.S. Mid Cap Value ETF Holding Summary

As of 2025-03-31, Team Financial Group, LLC held 74,970.00 shares of Avantis U.S. Mid Cap Value ETF(AVMV), totaling $4.61 Mil. This investment constitutes 2.66% of their stock portfolio, and Team Financial Group, LLC now holds 2.84% of the outstanding Avantis U.S. Mid Cap Value ETF(AVMV) stock.

The initial trade took place in 2024Q3. And since then Team Financial Group, LLC has made 3 purchases of AVMV, at an average price of $65.28, for a total of 74,970.00 shares. Based on historical transaction data and AVMV's current price of $66.60, Team Financial Group, LLC's estimated gain on his AVMV holdings is $99,333.10, reflecting a 2.03% gain to date.

Team Financial Group, LLC AVMV ($66.60) Holding Chart

Team Financial Group, LLC AVMV ($66.60) 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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