Capstone Financial Advisors, Inc. AVRE Holdings History
Capstone Financial Advisors, Inc.'s Avantis Real E state ETF Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 280,245.00 shares of Avantis Real E state ETF(AVRE), totaling $12.05 Mil. This investment constitutes 0.76% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 2.15% of the outstanding Avantis Real E state ETF(AVRE) stock.
The initial trade took place in 2023Q4. And since then Capstone Financial Advisors, Inc. has made 4 purchases of AVRE, at an average price of $41.46, for a total of 373,256.00 shares. In addition, there have been 2 sales at an average price of $43.52 for 93,011.00 shares. Based on historical transaction data and AVRE's current price of $44.24, Capstone Financial Advisors, Inc.'s estimated gain on his AVRE holdings is $971,387.11, reflecting a 6.28% gain to date.
Capstone Financial Advisors, Inc. AVRE ($44.24) Holding Chart
Capstone Financial Advisors, Inc. AVRE ($44.24) 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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