ELEVATION WEALTH PARTNERS, LLC AVEM Holdings History
ELEVATION WEALTH PARTNERS, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 92,720.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $6.36 Mil. This investment constitutes 2.51% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.06% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 7 purchases of AVEM, at an average price of $60.37, for a total of 291,369.00 shares. In addition, there have been 2 sales at an average price of $60.13 for 198,649.00 shares. Based on historical transaction data and AVEM's current price of $71.06, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his AVEM holdings is $942,624.96, reflecting a 5.36% gain to date.
ELEVATION WEALTH PARTNERS, LLC AVEM ($71.06) Holding Chart
ELEVATION WEALTH PARTNERS, LLC AVEM ($71.06) 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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