EHRLICH FINANCIAL GROUP AVUS Holdings History
EHRLICH FINANCIAL GROUP's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 61,155.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $6.17 Mil. This investment constitutes 3.99% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.07% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 3 purchases of AVUS, at an average price of $77.55, for a total of 106,539.00 shares. In addition, there have been 3 sales at an average price of $92.60 for 45,384.00 shares. Based on historical transaction data and AVUS's current price of $102.48, EHRLICH FINANCIAL GROUP's estimated gain on his AVUS holdings is $2.21 Mil, reflecting a 26.72% gain to date.
EHRLICH FINANCIAL GROUP AVUS ($102.48) Holding Chart
EHRLICH FINANCIAL GROUP AVUS ($102.48) 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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