WMG Financial Advisors, LLC AVMV Holdings History
WMG Financial Advisors, LLC's Avantis U.S. Mid Cap Value ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 132,721.00 shares of Avantis U.S. Mid Cap Value ETF(AVMV), totaling $8.15 Mil. This investment constitutes 3.47% of their stock portfolio, and WMG Financial Advisors, LLC now holds 4.81% of the outstanding Avantis U.S. Mid Cap Value ETF(AVMV) stock.
The initial trade took place in 2024Q1. And since then WMG Financial Advisors, LLC has made 5 purchases of AVMV, at an average price of $60.45, for a total of 132,721.00 shares. Based on historical transaction data and AVMV's current price of $67.17, WMG Financial Advisors, LLC's estimated gain on his AVMV holdings is $891,371.72, reflecting a 11.11% gain to date.
WMG Financial Advisors, LLC AVMV ($67.17) Holding Chart
WMG Financial Advisors, LLC AVMV ($67.17) 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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