AGH Wealth Advisors, LLC AVDE Holdings History
Number of Shares
113,780.00
Current Holdings Value*
$7.54 Mil
% of Portfolio
7.27%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
18.44%
AGH Wealth Advisors, LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, AGH Wealth Advisors, LLC held 113,780.00 shares of Avantis International Equity ETF(AVDE), totaling $7.54 Mil. This investment constitutes 7.27% of their stock portfolio, and AGH Wealth Advisors, LLC now holds 0.12% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2024Q4. And since then AGH Wealth Advisors, LLC has made 1 purchases of AVDE, at an average price of $64.34, for a total of 113,780.00 shares. Based on historical transaction data and AVDE's current price of $76.20, AGH Wealth Advisors, LLC's estimated gain on his AVDE holdings is $1.35 Mil, reflecting a 18.44% gain to date.
AGH Wealth Advisors, LLC AVDE ($76.20) Holding Chart
AGH Wealth Advisors, LLC AVDE ($76.20) 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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