Adero Partners, LLC AVEM Holdings History

Number of Shares
1.01 Mil
Current Holdings Value*
$60.80 Mil
% of Portfolio
3.98%
Total Estimate Gain
$13.33 Mil
% of Total Estimate Gain
22.60%

Adero Partners, LLC's Avantis Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Adero Partners, LLC held 1.01 Mil shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $60.80 Mil. This investment constitutes 3.98% of their stock portfolio, and Adero Partners, LLC now holds 0.77% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.

The initial trade took place in 2021Q3. And since then Adero Partners, LLC has made 14 purchases of AVEM, at an average price of $57.28, for a total of 1.03 Mil shares. In addition, there have been 1 sales at an average price of $61.35 for 18,885.00 shares. Based on historical transaction data and AVEM's current price of $70.39, Adero Partners, LLC's estimated gain on his AVEM holdings is $13.33 Mil, reflecting a 22.60% gain to date.

Adero Partners, LLC AVEM ($70.39) Holding Chart

Adero Partners, LLC AVEM ($70.39) 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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