ELEVATE WEALTH ADVISORY, INC AVDV Holdings History
ELEVATE WEALTH ADVISORY, INC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 69,643.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $4.86 Mil. This investment constitutes 3.44% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.06% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 3 purchases of AVDV, at an average price of $59.15, for a total of 74,211.00 shares. In addition, there have been 2 sales at an average price of $67.63 for 4,568.00 shares. Based on historical transaction data and AVDV's current price of $80.16, ELEVATE WEALTH ADVISORY, INC's estimated gain on his AVDV holdings is $1.50 Mil, reflecting a 34.21% gain to date.
ELEVATE WEALTH ADVISORY, INC AVDV ($80.16) Holding Chart
ELEVATE WEALTH ADVISORY, INC AVDV ($80.16) 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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