Capstone Wealth Management, LLC AVDV Holdings History
Capstone Wealth Management, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management, LLC held 29,179.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $2.31 Mil. This investment constitutes 2.03% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0.02% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 2 purchases of AVDV, at an average price of $69.09, for a total of 29,179.00 shares. Based on historical transaction data and AVDV's current price of $83.18, Capstone Wealth Management, LLC's estimated gain on his AVDV holdings is $411,108.92, reflecting a 20.39% gain to date.
Capstone Wealth Management, LLC AVDV ($83.18) Holding Chart
Capstone Wealth Management, LLC AVDV ($83.18) 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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