WR Wealth Planners, LLC AVSF Holdings History
WR Wealth Planners, LLC's Avantis Short-Term Fixed Income ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 185,753.00 shares of Avantis Short-Term Fixed Income ETF(AVSF), totaling $8.57 Mil. This investment constitutes 2.76% of their stock portfolio, and WR Wealth Planners, LLC now holds 1.46% of the outstanding Avantis Short-Term Fixed Income ETF(AVSF) stock.
The initial trade took place in 2024Q1. And since then WR Wealth Planners, LLC has made 3 purchases of AVSF, at an average price of $46.30, for a total of 186,396.00 shares. In addition, there have been 1 sales at an average price of $46.00 for 643.00 shares. Based on historical transaction data and AVSF's current price of $46.97, WR Wealth Planners, LLC's estimated gain on his AVSF holdings is $124,014.17, reflecting a 1.44% gain to date.
WR Wealth Planners, LLC AVSF ($46.97) Holding Chart
WR Wealth Planners, LLC AVSF ($46.97) 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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