Amplius Wealth Advisors, LLC AVEM Holdings History
Amplius Wealth Advisors, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 384,391.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $23.13 Mil. This investment constitutes 2.41% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 0.29% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2023Q4. And since then Amplius Wealth Advisors, LLC has made 3 purchases of AVEM, at an average price of $56.03, for a total of 612,162.00 shares. In addition, there have been 3 sales at an average price of $56.76 for 227,771.00 shares. Based on historical transaction data and AVEM's current price of $69.86, Amplius Wealth Advisors, LLC's estimated gain on his AVEM holdings is $5.48 Mil, reflecting a 15.99% gain to date.
Amplius Wealth Advisors, LLC AVEM ($69.86) Holding Chart
Amplius Wealth Advisors, LLC AVEM ($69.86) 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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