Number of Shares
97,623.00
Current Holdings Value*
$9.02 Mil
% of Portfolio
2.03%
Total Estimate Gain
$3.42 Mil
% of Total Estimate Gain
31.65%

Gateway Wealth Partners, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, Gateway Wealth Partners, LLC held 97,623.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $9.02 Mil. This investment constitutes 2.03% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0.12% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2023Q1. And since then Gateway Wealth Partners, LLC has made 8 purchases of AVUS, at an average price of $76.74, for a total of 140,931.00 shares. In addition, there have been 1 sales at an average price of $98.24 for 43,308.00 shares. Based on historical transaction data and AVUS's current price of $102.27, Gateway Wealth Partners, LLC's estimated gain on his AVUS holdings is $3.42 Mil, reflecting a 31.65% gain to date.

Gateway Wealth Partners, LLC AVUS ($102.27) Holding Chart

Gateway Wealth Partners, LLC AVUS ($102.27) 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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