Number of Shares
182,737.00
Current Holdings Value*
$10.36 Mil
% of Portfolio
6.38%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
25.27%

Foundry Financial Group, Inc.'s Avantis International Large Cap Value ETF Holding Summary

As of 2025-03-31, Foundry Financial Group, Inc. held 182,737.00 shares of Avantis International Large Cap Value ETF(AVIV), totaling $10.36 Mil. This investment constitutes 6.38% of their stock portfolio, and Foundry Financial Group, Inc. now holds 1.6% of the outstanding Avantis International Large Cap Value ETF(AVIV) stock.

The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 4 purchases of AVIV, at an average price of $49.65, for a total of 192,292.00 shares. In addition, there have been 1 sales at an average price of $55.30 for 9,555.00 shares. Based on historical transaction data and AVIV's current price of $62.56, Foundry Financial Group, Inc.'s estimated gain on his AVIV holdings is $2.41 Mil, reflecting a 25.27% gain to date.

Foundry Financial Group, Inc. AVIV ($62.56) Holding Chart

Foundry Financial Group, Inc. AVIV ($62.56) 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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