Number of Shares
10,873.00
Current Holdings Value*
$8.03 Mil
% of Portfolio
3.57%
Total Estimate Gain
$3.68 Mil
% of Total Estimate Gain
73.91%

AVAII WEALTH MANAGEMENT, LLC's Meta Platforms Inc Holding Summary

As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 10,873.00 shares of Meta Platforms Inc(META), totaling $8.03 Mil. This investment constitutes 3.57% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2021Q4. And since then AVAII WEALTH MANAGEMENT, LLC has made 10 purchases of META, at an average price of $372.76, for a total of 13,346.00 shares. In addition, there have been 4 sales at an average price of $414.51 for 2,473.00 shares. Based on historical transaction data and META's current price of $701.41, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his META holdings is $3.68 Mil, reflecting a 73.91% gain to date.

AVAII WEALTH MANAGEMENT, LLC META ($701.41) Holding Chart

AVAII WEALTH MANAGEMENT, LLC META ($701.41) 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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