Annapolis Financial Services, LLC AVEM Holdings History
Annapolis Financial Services, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 152,317.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $9.84 Mil. This investment constitutes 2.91% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.14% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q4. And since then Annapolis Financial Services, LLC has made 10 purchases of AVEM, at an average price of $54.54, for a total of 171,564.00 shares. In addition, there have been 1 sales at an average price of $56.22 for 19,247.00 shares. Based on historical transaction data and AVEM's current price of $70.27, Annapolis Financial Services, LLC's estimated gain on his AVEM holdings is $2.43 Mil, reflecting a 25.96% gain to date.
Annapolis Financial Services, LLC AVEM ($70.27) Holding Chart
Annapolis Financial Services, LLC AVEM ($70.27) 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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