FMB WEALTH MANAGEMENT AVUS Holdings History
FMB WEALTH MANAGEMENT's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, FMB WEALTH MANAGEMENT held 139,948.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $14.11 Mil. This investment constitutes 6.72% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0.16% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q4. And since then FMB WEALTH MANAGEMENT has made 5 purchases of AVUS, at an average price of $73.83, for a total of 144,340.00 shares. In addition, there have been 4 sales at an average price of $87.35 for 4,392.00 shares. Based on historical transaction data and AVUS's current price of $103.84, FMB WEALTH MANAGEMENT's estimated gain on his AVUS holdings is $4.26 Mil, reflecting a 39.98% gain to date.
FMB WEALTH MANAGEMENT AVUS ($103.84) Holding Chart
FMB WEALTH MANAGEMENT AVUS ($103.84) 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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