Total Wealth Planning, LLC AVUV Holdings History
Total Wealth Planning, LLC's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 113,782.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $10.37 Mil. This investment constitutes 1.31% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.06% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q3. And since then Total Wealth Planning, LLC has made 4 purchases of AVUV, at an average price of $84.22, for a total of 116,789.00 shares. In addition, there have been 8 sales at an average price of $89.59 for 3,007.00 shares. Based on historical transaction data and AVUV's current price of $93.77, Total Wealth Planning, LLC's estimated gain on his AVUV holdings is $1.10 Mil, reflecting a 11.21% gain to date.
Total Wealth Planning, LLC AVUV ($93.77) Holding Chart
Total Wealth Planning, LLC AVUV ($93.77) 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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