Geometric Wealth Advisors AVUS Holdings History
Geometric Wealth Advisors's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 250,323.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $23.12 Mil. This investment constitutes 3.95% of their stock portfolio, and Geometric Wealth Advisors now holds 0.3% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q2. And since then Geometric Wealth Advisors has made 6 purchases of AVUS, at an average price of $84.27, for a total of 392,563.00 shares. In addition, there have been 2 sales at an average price of $69.12 for 142,240.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Geometric Wealth Advisors's estimated gain on his AVUS holdings is $2.41 Mil, reflecting a 7.29% gain to date.
Geometric Wealth Advisors AVUS ($102.51) Holding Chart
Geometric Wealth Advisors AVUS ($102.51) 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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