Fonville Wealth Management LLC AVEM Holdings History
Number of Shares
174,820.00
Current Holdings Value*
$10.52 Mil
% of Portfolio
3.1%
Total Estimate Gain
$2.27 Mil
% of Total Estimate Gain
23.05%
Fonville Wealth Management LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Fonville Wealth Management LLC held 174,820.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $10.52 Mil. This investment constitutes 3.1% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.13% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of AVEM, at an average price of $56.42, for a total of 174,820.00 shares. Based on historical transaction data and AVEM's current price of $69.42, Fonville Wealth Management LLC's estimated gain on his AVEM holdings is $2.27 Mil, reflecting a 23.05% gain to date.
Fonville Wealth Management LLC AVEM ($69.42) Holding Chart
Fonville Wealth Management LLC AVEM ($69.42) 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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