BWM Planning, LLC AVDE Holdings History
Number of Shares
165,551.00
Current Holdings Value*
$10.97 Mil
% of Portfolio
4.64%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
16.09%
BWM Planning, LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, BWM Planning, LLC held 165,551.00 shares of Avantis International Equity ETF(AVDE), totaling $10.97 Mil. This investment constitutes 4.64% of their stock portfolio, and BWM Planning, LLC now holds 0.18% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 2 purchases of AVDE, at an average price of $64.31, for a total of 165,551.00 shares. Based on historical transaction data and AVDE's current price of $74.65, BWM Planning, LLC's estimated gain on his AVDE holdings is $1.71 Mil, reflecting a 16.09% gain to date.
BWM Planning, LLC AVDE ($74.65) Holding Chart
BWM Planning, LLC AVDE ($74.65) 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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