GRAND WEALTH MANAGEMENT, LLC AVUS Holdings History
GRAND WEALTH MANAGEMENT, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 128,671.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $11.89 Mil. This investment constitutes 6.53% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.15% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 5 purchases of AVUS, at an average price of $77.12, for a total of 222,803.00 shares. In addition, there have been 8 sales at an average price of $85.50 for 94,132.00 shares. Based on historical transaction data and AVUS's current price of $100.43, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his AVUS holdings is $3.79 Mil, reflecting a 22.06% gain to date.
GRAND WEALTH MANAGEMENT, LLC AVUS ($100.43) Holding Chart
GRAND WEALTH MANAGEMENT, LLC AVUS ($100.43) 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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