Broadway Wealth Solutions, Inc. AVDE Holdings History
Broadway Wealth Solutions, Inc.'s Avantis International Equity ETF Holding Summary
As of 2025-06-30, Broadway Wealth Solutions, Inc. held 176,150.00 shares of Avantis International Equity ETF(AVDE), totaling $13.04 Mil. This investment constitutes 8.12% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 0.17% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 2 purchases of AVDE, at an average price of $64.30, for a total of 176,150.00 shares. Based on historical transaction data and AVDE's current price of $75.55, Broadway Wealth Solutions, Inc.'s estimated gain on his AVDE holdings is $1.98 Mil, reflecting a 17.50% gain to date.
Broadway Wealth Solutions, Inc. AVDE ($75.55) Holding Chart
Broadway Wealth Solutions, Inc. AVDE ($75.55) 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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