DOPKINS WEALTH MANAGEMENT, LLC AVDV Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 89,170.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $6.22 Mil. This investment constitutes 3.16% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.08% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2022Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 9 purchases of AVDV, at an average price of $59.13, for a total of 129,533.00 shares. In addition, there have been 2 sales at an average price of $66.63 for 40,363.00 shares. Based on historical transaction data and AVDV's current price of $80.02, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his AVDV holdings is $2.17 Mil, reflecting a 28.28% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC AVDV ($80.02) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC AVDV ($80.02) 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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