GRAND WEALTH MANAGEMENT, LLC AVDE Holdings History
GRAND WEALTH MANAGEMENT, LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 287,245.00 shares of Avantis International Equity ETF(AVDE), totaling $19.04 Mil. This investment constitutes 10.46% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.31% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 11 purchases of AVDE, at an average price of $58.37, for a total of 411,550.00 shares. In addition, there have been 2 sales at an average price of $62.62 for 124,305.00 shares. Based on historical transaction data and AVDE's current price of $74.21, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his AVDE holdings is $5.08 Mil, reflecting a 21.14% gain to date.
GRAND WEALTH MANAGEMENT, LLC AVDE ($74.21) Holding Chart
GRAND WEALTH MANAGEMENT, LLC AVDE ($74.21) 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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