Accredited Wealth Management, LLC AVUS Holdings History
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 % |
Top Ranked Articles
- 1