AE Wealth Management LLC AVIG Holdings History
AE Wealth Management LLC's Avantis Core Fixed Income ETF Holding Summary
As of 2025-03-31, AE Wealth Management LLC held 3.74 Mil shares of Avantis Core Fixed Income ETF(AVIG), totaling $154.94 Mil. This investment constitutes 1.3% of their stock portfolio, and AE Wealth Management LLC now holds 14.18% of the outstanding Avantis Core Fixed Income ETF(AVIG) stock.
The initial trade took place in 2021Q3. And since then AE Wealth Management LLC has made 12 purchases of AVIG, at an average price of $42.10, for a total of 3.80 Mil shares. In addition, there have been 3 sales at an average price of $42.42 for 59,645.00 shares. Based on historical transaction data and AVIG's current price of $41.21, AE Wealth Management LLC's estimated gain on his AVIG holdings is $-3.33 Mil, reflecting a -2.08% gain to date.
AE Wealth Management LLC AVIG ($41.21) Holding Chart
AE Wealth Management LLC AVIG ($41.21) 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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