ELEVATE WEALTH ADVISORY, INC AVUS Holdings History
ELEVATE WEALTH ADVISORY, INC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 9,073.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $838,210.00. This investment constitutes 0.59% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.01% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 3 purchases of AVUS, at an average price of $91.71, for a total of 9,229.00 shares. In addition, there have been 2 sales at an average price of $88.74 for 156.00 shares. Based on historical transaction data and AVUS's current price of $102.51, ELEVATE WEALTH ADVISORY, INC's estimated gain on his AVUS holdings is $97,558.40, reflecting a 11.53% gain to date.
ELEVATE WEALTH ADVISORY, INC AVUS ($102.51) Holding Chart
ELEVATE WEALTH ADVISORY, INC AVUS ($102.51) 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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