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 %

Top Ranked Articles

  • 1