Number of Shares
417,685.00
Current Holdings Value*
$25.13 Mil
% of Portfolio
2.64%
Total Estimate Gain
$5.45 Mil
% of Total Estimate Gain
22.74%

Diversified Portfolios, Inc.'s Avantis Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Diversified Portfolios, Inc. held 417,685.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $25.13 Mil. This investment constitutes 2.64% of their stock portfolio, and Diversified Portfolios, Inc. now holds 0.31% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.

The initial trade took place in 2022Q1. And since then Diversified Portfolios, Inc. has made 12 purchases of AVEM, at an average price of $57.30, for a total of 418,501.00 shares. In addition, there have been 1 sales at an average price of $48.23 for 816.00 shares. Based on historical transaction data and AVEM's current price of $70.37, Diversified Portfolios, Inc.'s estimated gain on his AVEM holdings is $5.45 Mil, reflecting a 22.74% gain to date.

Diversified Portfolios, Inc. AVEM ($70.37) Holding Chart

Diversified Portfolios, Inc. AVEM ($70.37) 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