Accredited Wealth Management, LLC AVES Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-22,956.57
% of Total Estimate Gain
-5.51%
Accredited Wealth Management, LLC's Avantis Emerging Markets Value ETF Holding Summary
As of 2025-03-31, Accredited Wealth Management, LLC held - shares of Avantis Emerging Markets Value ETF(AVES), totaling N/A. This investment constitutes 0% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0% of the outstanding Avantis Emerging Markets Value ETF(AVES) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $46.85 for 8,409.00 shares. Based on historical transaction data and AVES's current price of $54.63, Accredited Wealth Management, LLC's estimated gain on his AVES holdings is $-22,956.57, reflecting a -5.51% gain to date.
Accredited Wealth Management, LLC AVES ($54.63) Holding Chart
Accredited Wealth Management, LLC AVES ($54.63) 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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