Number of Shares
41,834.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
2.16%
Total Estimate Gain
$509,695.60
% of Total Estimate Gain
19.03%

Arcadia Wealth Management, Inc.'s Avantis International Equity ETF Holding Summary

As of 2025-03-31, Arcadia Wealth Management, Inc. held 41,834.00 shares of Avantis International Equity ETF(AVDE), totaling $2.77 Mil. This investment constitutes 2.16% of their stock portfolio, and Arcadia Wealth Management, Inc. now holds 0.05% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2024Q4. And since then Arcadia Wealth Management, Inc. has made 1 purchases of AVDE, at an average price of $64.02, for a total of 41,834.00 shares. Based on historical transaction data and AVDE's current price of $76.20, Arcadia Wealth Management, Inc.'s estimated gain on his AVDE holdings is $509,695.60, reflecting a 19.03% gain to date.

Arcadia Wealth Management, Inc. AVDE ($76.20) Holding Chart

Arcadia Wealth Management, Inc. AVDE ($76.20) 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