Number of Shares
65,644.00
Current Holdings Value*
$6.09 Mil
% of Portfolio
3.18%
Total Estimate Gain
$961,153.56
% of Total Estimate Gain
15.86%

Ariadne Wealth Management, LP's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, Ariadne Wealth Management, LP held 65,644.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $6.09 Mil. This investment constitutes 3.18% of their stock portfolio, and Ariadne Wealth Management, LP now holds 0.08% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2024Q2. In addition, there have been 3 sales at an average price of $97.78 for 2,939.00 shares. Based on historical transaction data and AVUS's current price of $102.58, Ariadne Wealth Management, LP's estimated gain on his AVUS holdings is $961,153.56, reflecting a 15.86% gain to date.

Ariadne Wealth Management, LP AVUS ($102.58) Holding Chart

Ariadne Wealth Management, LP AVUS ($102.58) 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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