Adero Partners, LLC AVUS Holdings History

Number of Shares
1.66 Mil
Current Holdings Value*
$153.27 Mil
% of Portfolio
10.03%
Total Estimate Gain
$41.51 Mil
% of Total Estimate Gain
31.04%

Adero Partners, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, Adero Partners, LLC held 1.66 Mil shares of Avantis U.S. Equity ETF(AVUS), totaling $153.27 Mil. This investment constitutes 10.03% of their stock portfolio, and Adero Partners, LLC now holds 2% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2021Q3. And since then Adero Partners, LLC has made 14 purchases of AVUS, at an average price of $78.53, for a total of 1.70 Mil shares. In addition, there have been 1 sales at an average price of $71.05 for 43,899.00 shares. Based on historical transaction data and AVUS's current price of $103.75, Adero Partners, LLC's estimated gain on his AVUS holdings is $41.51 Mil, reflecting a 31.04% gain to date.

Adero Partners, LLC AVUS ($103.75) Holding Chart

Adero Partners, LLC AVUS ($103.75) 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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