Bright Futures Wealth Management, LLC. AVDV Holdings History
Bright Futures Wealth Management, LLC.'s Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Bright Futures Wealth Management, LLC. held 41,243.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $2.89 Mil. This investment constitutes 3.17% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 0.04% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2024Q1. And since then Bright Futures Wealth Management, LLC. has made 1 purchases of AVDV, at an average price of $62.53, for a total of 50,044.00 shares. In addition, there have been 3 sales at an average price of $67.82 for 8,801.00 shares. Based on historical transaction data and AVDV's current price of $80.16, Bright Futures Wealth Management, LLC.'s estimated gain on his AVDV holdings is $773,598.72, reflecting a 24.72% gain to date.
Bright Futures Wealth Management, LLC. AVDV ($80.16) Holding Chart
Bright Futures 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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