BWM Planning, LLC AVDE Holdings History
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 $76.20, BWM Planning, LLC's estimated gain on his AVDE holdings is $1.97 Mil, reflecting a 18.50% gain to date.
BWM Planning, LLC AVDE ($76.20) Holding Chart
BWM Planning, LLC 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 % | |||
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