BetterWealth, LLC AVRE Holdings History

Number of Shares
306,461.00
Current Holdings Value*
$13.18 Mil
% of Portfolio
3.7%
Total Estimate Gain
$744,265.25
% of Total Estimate Gain
4.48%

BetterWealth, LLC's Avantis Real E state ETF Holding Summary

As of 2025-03-31, BetterWealth, LLC held 306,461.00 shares of Avantis Real E state ETF(AVRE), totaling $13.18 Mil. This investment constitutes 3.7% of their stock portfolio, and BetterWealth, LLC now holds 2.35% of the outstanding Avantis Real E state ETF(AVRE) stock.

The initial trade took place in 2022Q4. And since then BetterWealth, LLC has made 8 purchases of AVRE, at an average price of $41.10, for a total of 404,268.00 shares. In addition, there have been 2 sales at an average price of $39.16 for 97,807.00 shares. Based on historical transaction data and AVRE's current price of $44.14, BetterWealth, LLC's estimated gain on his AVRE holdings is $744,265.25, reflecting a 4.48% gain to date.

BetterWealth, LLC AVRE ($44.14) Holding Chart

BetterWealth, LLC AVRE ($44.14) 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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