Ownership history in Planned Solutions, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in AVANTIS U.S. SMALL CAP VALUE ETF (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 76,637 | +8,966 | +13.2% | 2.51% | $7.8M | $101.72 |
| 2025 Q3 | REDUCED | 67,671 | -870 | -1.3% | 2.32% | $6.7M | $98.91 |
| 2025 Q2 | REDUCED | 68,541 | -34,470 | -33.5% | 2.38% | $6.2M | $90.12 |
| 2025 Q1 | ADDED | 103,011 | +2,471 | +2.5% | 3.64% | $9.0M | $85.82 |
| 2024 Q4 | ADDED | 100,540 | +100,285 | +39327.5% | 3.92% | $9.7M | $94.68 |
| 2024 Q3 | INITIATED | 255 | — | — | 0.01% | $24K | $93.71 |
As of 2025 Q4 — sorted by position size