DELAP WEALTH ADVISORY, LLC AVDV Holdings History
DELAP WEALTH ADVISORY, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, DELAP WEALTH ADVISORY, LLC held 159,487.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $11.12 Mil. This investment constitutes 6.2% of their stock portfolio, and DELAP WEALTH ADVISORY, LLC now holds 0.14% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2022Q4. And since then DELAP WEALTH ADVISORY, LLC has made 6 purchases of AVDV, at an average price of $62.79, for a total of 244,965.00 shares. In addition, there have been 3 sales at an average price of $65.18 for 85,478.00 shares. Based on historical transaction data and AVDV's current price of $80.68, DELAP WEALTH ADVISORY, LLC's estimated gain on his AVDV holdings is $3.06 Mil, reflecting a 19.87% gain to date.
DELAP WEALTH ADVISORY, LLC AVDV ($80.68) Holding Chart
DELAP WEALTH ADVISORY, LLC AVDV ($80.68) 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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