DOPKINS WEALTH MANAGEMENT, LLC AVEM Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 97,431.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $5.86 Mil. This investment constitutes 2.98% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2022Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 8 purchases of AVEM, at an average price of $54.05, for a total of 138,625.00 shares. In addition, there have been 3 sales at an average price of $58.41 for 41,194.00 shares. Based on historical transaction data and AVEM's current price of $69.06, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his AVEM holdings is $1.64 Mil, reflecting a 21.91% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC AVEM ($69.06) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC AVEM ($69.06) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
