Executive Wealth Management, LLC AVDE Holdings History
Executive Wealth Management, LLC's Avantis International Equity ETF Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 387,857.00 shares of Avantis International Equity ETF(AVDE), totaling $23.80 Mil. This investment constitutes 1.86% of their stock portfolio, and Executive Wealth Management, LLC now holds 0.44% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2021Q4. And since then Executive Wealth Management, LLC has made 8 purchases of AVDE, at an average price of $58.68, for a total of 1.19 Mil shares. In addition, there have been 5 sales at an average price of $59.65 for 800,372.00 shares. Based on historical transaction data and AVDE's current price of $76.16, Executive Wealth Management, LLC's estimated gain on his AVDE holdings is $7.55 Mil, reflecting a 10.84% gain to date.
Executive Wealth Management, LLC AVDE ($76.16) Holding Chart
Executive Wealth Management, LLC AVDE ($76.16) 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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