CURIO WEALTH, LLC AVDE Holdings History

Number of Shares
334.00
Current Holdings Value*
$11.33 Mil
% of Portfolio
5.9%
Total Estimate Gain
$204,380.26
% of Total Estimate Gain
1.74%

CURIO WEALTH, LLC's Avantis International Equity ETF Holding Summary

As of 2025-03-31, CURIO WEALTH, LLC held 334.00 shares of Avantis International Equity ETF(AVDE), totaling $11.33 Mil. This investment constitutes 5.9% of their stock portfolio, and CURIO WEALTH, LLC now holds 0% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $65.05 for 182,858.00 shares. Based on historical transaction data and AVDE's current price of $73.64, CURIO WEALTH, LLC's estimated gain on his AVDE holdings is $204,380.26, reflecting a 1.74% gain to date.

CURIO WEALTH, LLC AVDE ($73.64) Holding Chart

CURIO WEALTH, LLC AVDE ($73.64) 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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