ELEVATION WEALTH PARTNERS, LLC AVDE Holdings History
ELEVATION WEALTH PARTNERS, LLC's Avantis International Equity ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 159,546.00 shares of Avantis International Equity ETF(AVDE), totaling $11.81 Mil. This investment constitutes 4.66% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.16% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 8 purchases of AVDE, at an average price of $61.20, for a total of 301,864.00 shares. In addition, there have been 1 sales at an average price of $63.95 for 142,318.00 shares. Based on historical transaction data and AVDE's current price of $75.95, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his AVDE holdings is $2.75 Mil, reflecting a 14.87% gain to date.
ELEVATION WEALTH PARTNERS, LLC AVDE ($75.95) Holding Chart
ELEVATION WEALTH PARTNERS, LLC AVDE ($75.95) 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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