BetterWealth, LLC AVEM Holdings History
Number of Shares
103,956.00
Current Holdings Value*
$7.13 Mil
% of Portfolio
1.82%
Total Estimate Gain
$817,265.77
% of Total Estimate Gain
12.68%
BetterWealth, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, BetterWealth, LLC held 103,956.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $7.13 Mil. This investment constitutes 1.82% of their stock portfolio, and BetterWealth, LLC now holds 0.07% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2024Q4. And since then BetterWealth, LLC has made 3 purchases of AVEM, at an average price of $62.00, for a total of 103,956.00 shares. Based on historical transaction data and AVEM's current price of $69.86, BetterWealth, LLC's estimated gain on his AVEM holdings is $817,265.77, reflecting a 12.68% gain to date.
BetterWealth, LLC AVEM ($69.86) Holding Chart
BetterWealth, LLC AVEM ($69.86) 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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