Number of Shares
18,097.00
Current Holdings Value*
$5.75 Mil
% of Portfolio
2.55%
Total Estimate Gain
$287,208.68
% of Total Estimate Gain
4.56%

AVAII WEALTH MANAGEMENT, LLC's Tesla Inc Holding Summary

As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 18,097.00 shares of Tesla Inc(TSLA), totaling $5.75 Mil. This investment constitutes 2.55% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2022Q1. And since then AVAII WEALTH MANAGEMENT, LLC has made 10 purchases of TSLA, at an average price of $289.01, for a total of 21,780.00 shares. In addition, there have been 4 sales at an average price of $223.86 for 3,683.00 shares. Based on historical transaction data and TSLA's current price of $318.15, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his TSLA holdings is $287,208.68, reflecting a 4.56% gain to date.

AVAII WEALTH MANAGEMENT, LLC TSLA ($318.15) Holding Chart

AVAII WEALTH MANAGEMENT, LLC TSLA ($318.15) 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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