Cook Wealth, LLC AVEM Holdings History

Number of Shares
169,416.00
Current Holdings Value*
$10.26 Mil
% of Portfolio
4.98%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
14.44%

Cook Wealth, LLC's Avantis Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Cook Wealth, LLC held 169,416.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $10.26 Mil. This investment constitutes 4.98% of their stock portfolio, and Cook Wealth, LLC now holds 0.13% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.

The initial trade took place in 2025Q1. And since then Cook Wealth, LLC has made 1 purchases of AVEM, at an average price of $60.13, for a total of 169,416.00 shares. Based on historical transaction data and AVEM's current price of $68.81, Cook Wealth, LLC's estimated gain on his AVEM holdings is $1.47 Mil, reflecting a 14.44% gain to date.

Cook Wealth, LLC AVEM ($68.81) Holding Chart

Cook Wealth, LLC AVEM ($68.81) 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 %

Top Ranked Articles

  • 1