Number of Shares
90,136.00
Current Holdings Value*
$6.32 Mil
% of Portfolio
3.3%
Total Estimate Gain
$912,024.96
% of Total Estimate Gain
15.80%

Ariadne Wealth Management, LP's Avantis International Equity ETF Holding Summary

As of 2025-03-31, Ariadne Wealth Management, LP held 90,136.00 shares of Avantis International Equity ETF(AVDE), totaling $6.32 Mil. This investment constitutes 3.3% of their stock portfolio, and Ariadne Wealth Management, LP now holds 0.1% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2024Q2. And since then Ariadne Wealth Management, LP has made 2 purchases of AVDE, at an average price of $63.53, for a total of 90,859.00 shares. In addition, there have been 1 sales at an average price of $65.05 for 723.00 shares. Based on historical transaction data and AVDE's current price of $73.64, Ariadne Wealth Management, LP's estimated gain on his AVDE holdings is $912,024.96, reflecting a 15.80% gain to date.

Ariadne Wealth Management, LP AVDE ($73.64) Holding Chart

Ariadne Wealth Management, LP AVDE ($73.64) 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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