Accredited Wealth Management, LLC AVEM Holdings History
Accredited Wealth Management, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Accredited Wealth Management, LLC held 187,687.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $15.84 Mil. This investment constitutes 13.38% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.14% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of AVEM, at an average price of $60.13, for a total of 187,687.00 shares. Based on historical transaction data and AVEM's current price of $69.86, Accredited Wealth Management, LLC's estimated gain on his AVEM holdings is $1.83 Mil, reflecting a 16.18% gain to date.
Accredited Wealth Management, LLC AVEM ($69.86) Holding Chart
Accredited Wealth Management, LLC AVEM ($69.86) 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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