Number of Shares
60,783.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
0.7%
Total Estimate Gain
$531,243.42
% of Total Estimate Gain
14.54%

D L CARLSON INVESTMENT GROUP INC's Avantis Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, D L CARLSON INVESTMENT GROUP INC held 60,783.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $3.66 Mil. This investment constitutes 0.7% of their stock portfolio, and D L CARLSON INVESTMENT GROUP INC now holds 0.05% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.

The initial trade took place in 2025Q1. And since then D L CARLSON INVESTMENT GROUP INC has made 1 purchases of AVEM, at an average price of $60.13, for a total of 60,783.00 shares. Based on historical transaction data and AVEM's current price of $68.87, D L CARLSON INVESTMENT GROUP INC's estimated gain on his AVEM holdings is $531,243.42, reflecting a 14.54% gain to date.

D L CARLSON INVESTMENT GROUP INC AVEM ($68.87) Holding Chart

D L CARLSON INVESTMENT GROUP INC AVEM ($68.87) 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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