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
$1.96 Mil
% of Total Estimate Gain
18.38%

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 $76.13, BWM Planning, LLC's estimated gain on his AVDE holdings is $1.96 Mil, reflecting a 18.38% gain to date.

BWM Planning, LLC AVDE ($76.13) Holding Chart

BWM Planning, LLC AVDE ($76.13) 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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