Beaird Harris Wealth Management, LLC AVDV Holdings History
Beaird Harris Wealth Management, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 438,265.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $30.56 Mil. This investment constitutes 2.6% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.38% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2021Q4. And since then Beaird Harris Wealth Management, LLC has made 11 purchases of AVDV, at an average price of $57.87, for a total of 446,361.00 shares. In addition, there have been 2 sales at an average price of $64.29 for 8,096.00 shares. Based on historical transaction data and AVDV's current price of $80.16, Beaird Harris Wealth Management, LLC's estimated gain on his AVDV holdings is $9.82 Mil, reflecting a 38.01% gain to date.
Beaird Harris Wealth Management, LLC AVDV ($80.16) Holding Chart
Beaird Harris Wealth Management, LLC AVDV ($80.16) 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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