Geometric Wealth Advisors AVNM Holdings History
Number of Shares
218,321.00
Current Holdings Value*
$12.73 Mil
% of Portfolio
2.18%
Total Estimate Gain
$1.83 Mil
% of Total Estimate Gain
14.65%
Geometric Wealth Advisors's Avantis All International Markets Equity ETF Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 218,321.00 shares of Avantis All International Markets Equity ETF(AVNM), totaling $12.73 Mil. This investment constitutes 2.18% of their stock portfolio, and Geometric Wealth Advisors now holds 7.33% of the outstanding Avantis All International Markets Equity ETF(AVNM) stock.
The initial trade took place in 2024Q3. And since then Geometric Wealth Advisors has made 3 purchases of AVNM, at an average price of $57.24, for a total of 218,321.00 shares. Based on historical transaction data and AVNM's current price of $65.63, Geometric Wealth Advisors's estimated gain on his AVNM holdings is $1.83 Mil, reflecting a 14.65% gain to date.
Geometric Wealth Advisors AVNM ($65.63) Holding Chart
Geometric Wealth Advisors AVNM ($65.63) 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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