CURIO WEALTH, LLC AVUS Holdings History
Number of Shares
29.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
2.44%
Total Estimate Gain
$-38,099.37
% of Total Estimate Gain
-0.81%
CURIO WEALTH, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, CURIO WEALTH, LLC held 29.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $4.69 Mil. This investment constitutes 2.44% of their stock portfolio, and CURIO WEALTH, LLC now holds 0% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.44 for 47,779.00 shares. Based on historical transaction data and AVUS's current price of $102.51, CURIO WEALTH, LLC's estimated gain on his AVUS holdings is $-38,099.37, reflecting a -0.81% gain to date.
CURIO WEALTH, LLC AVUS ($102.51) Holding Chart
CURIO WEALTH, LLC AVUS ($102.51) 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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