Number of Shares
452,668.00
Current Holdings Value*
$28.23 Mil
% of Portfolio
18.17%
Total Estimate Gain
$6.48 Mil
% of Total Estimate Gain
25.00%

Clarity Asset Management, Inc.'s Avantis Responsible U.S. Equity ETF Holding Summary

As of 2025-03-31, Clarity Asset Management, Inc. held 452,668.00 shares of Avantis Responsible U.S. Equity ETF(AVSU), totaling $28.23 Mil. This investment constitutes 18.17% of their stock portfolio, and Clarity Asset Management, Inc. now holds 8.29% of the outstanding Avantis Responsible U.S. Equity ETF(AVSU) stock.

The initial trade took place in 2023Q4. And since then Clarity Asset Management, Inc. has made 4 purchases of AVSU, at an average price of $56.12, for a total of 462,133.00 shares. In addition, there have been 1 sales at an average price of $67.01 for 9,465.00 shares. Based on historical transaction data and AVSU's current price of $70.21, Clarity Asset Management, Inc.'s estimated gain on his AVSU holdings is $6.48 Mil, reflecting a 25.00% gain to date.

Clarity Asset Management, Inc. AVSU ($70.21) Holding Chart

Clarity Asset Management, Inc. AVSU ($70.21) 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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