Capital A Wealth Management, LLC AVEM Holdings History
Capital A Wealth Management, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Capital A Wealth Management, LLC held 57,310.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $3.45 Mil. This investment constitutes 3.61% of their stock portfolio, and Capital A Wealth Management, LLC now holds 0.04% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2025Q1. And since then Capital A Wealth Management, LLC has made 1 purchases of AVEM, at an average price of $60.13, for a total of 57,310.00 shares. Based on historical transaction data and AVEM's current price of $71.05, Capital A Wealth Management, LLC's estimated gain on his AVEM holdings is $625,538.65, reflecting a 18.15% gain to date.
Capital A Wealth Management, LLC AVEM ($71.05) Holding Chart
Capital A Wealth Management, LLC AVEM ($71.05) 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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