Number of Shares
79,869.00
Current Holdings Value*
$5.47 Mil
% of Portfolio
3.41%
Total Estimate Gain
$717,634.54
% of Total Estimate Gain
14.47%

Broadway Wealth Solutions, Inc.'s Avantis Emerging Markets Equity ETF Holding Summary

As of 2025-06-30, Broadway Wealth Solutions, Inc. held 79,869.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $5.47 Mil. This investment constitutes 3.41% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.05% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.

The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 2 purchases of AVEM, at an average price of $62.07, for a total of 79,869.00 shares. Based on historical transaction data and AVEM's current price of $71.06, Broadway Wealth Solutions, Inc.'s estimated gain on his AVEM holdings is $717,634.54, reflecting a 14.47% gain to date.

Broadway Wealth Solutions, Inc. AVEM ($71.06) Holding Chart

Broadway Wealth Solutions, Inc. AVEM ($71.06) 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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