Arcadia Wealth Management, Inc. AVUS Holdings History
Arcadia Wealth Management, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Arcadia Wealth Management, Inc. held 266,415.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $24.61 Mil. This investment constitutes 19.19% of their stock portfolio, and Arcadia Wealth Management, Inc. now holds 0.32% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. And since then Arcadia Wealth Management, Inc. has made 1 purchases of AVUS, at an average price of $98.15, for a total of 266,415.00 shares. Based on historical transaction data and AVUS's current price of $102.89, Arcadia Wealth Management, Inc.'s estimated gain on his AVUS holdings is $1.26 Mil, reflecting a 4.83% gain to date.
Arcadia Wealth Management, Inc. AVUS ($102.89) Holding Chart
Arcadia Wealth Management, Inc. AVUS ($102.89) 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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