Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-106,029.60
% of Total Estimate Gain
-0.81%

Accredited Wealth Management, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, Accredited Wealth Management, LLC held - shares of Avantis U.S. Equity ETF(AVUS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.44 for 132,537.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Accredited Wealth Management, LLC's estimated gain on his AVUS holdings is $-106,029.60, reflecting a -0.81% gain to date.

Accredited Wealth Management, LLC AVUS ($102.51) Holding Chart

Accredited Wealth Management, LLC AVUS ($102.51) 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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