GRAND WEALTH MANAGEMENT, LLC AVEM Holdings History
GRAND WEALTH MANAGEMENT, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 165,684.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $9.97 Mil. This investment constitutes 5.48% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.12% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 11 purchases of AVEM, at an average price of $55.92, for a total of 208,184.00 shares. In addition, there have been 2 sales at an average price of $58.76 for 42,500.00 shares. Based on historical transaction data and AVEM's current price of $68.36, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his AVEM holdings is $2.18 Mil, reflecting a 18.73% gain to date.
GRAND WEALTH MANAGEMENT, LLC AVEM ($68.36) Holding Chart
GRAND WEALTH MANAGEMENT, LLC AVEM ($68.36) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
