Number of Shares
181,940.00
Current Holdings Value*
$7.83 Mil
% of Portfolio
2.73%
Total Estimate Gain
$621,863.80
% of Total Estimate Gain
8.12%

Equita Financial Network, Inc.'s Avantis Real E state ETF Holding Summary

As of 2025-03-31, Equita Financial Network, Inc. held 181,940.00 shares of Avantis Real E state ETF(AVRE), totaling $7.83 Mil. This investment constitutes 2.73% of their stock portfolio, and Equita Financial Network, Inc. now holds 1.4% of the outstanding Avantis Real E state ETF(AVRE) stock.

The initial trade took place in 2023Q3. And since then Equita Financial Network, Inc. has made 5 purchases of AVRE, at an average price of $41.67, for a total of 183,812.00 shares. In addition, there have been 1 sales at an average price of $39.16 for 1,872.00 shares. Based on historical transaction data and AVRE's current price of $45.11, Equita Financial Network, Inc.'s estimated gain on his AVRE holdings is $621,863.80, reflecting a 8.12% gain to date.

Equita Financial Network, Inc. AVRE ($45.11) Holding Chart

Equita Financial Network, Inc. AVRE ($45.11) 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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