Number of Shares
30.00
Current Holdings Value*
$1,840.00
% of Portfolio
0%
Total Estimate Gain
$-102,417.36
% of Total Estimate Gain
-3.32%

Golden State Wealth Management, LLC's Avantis Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Golden State Wealth Management, LLC held 30.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $1,840.00. This investment constitutes 0% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.

The initial trade took place in 2024Q4. And since then Golden State Wealth Management, LLC has made 1 purchases of AVEM, at an average price of $62.20, for a total of 49,618.00 shares. In addition, there have been 1 sales at an average price of $60.13 for 49,588.00 shares. Based on historical transaction data and AVEM's current price of $69.86, Golden State Wealth Management, LLC's estimated gain on his AVEM holdings is $-102,417.36, reflecting a -3.32% gain to date.

Golden State Wealth Management, LLC AVEM ($69.86) Holding Chart

Golden State Wealth Management, LLC AVEM ($69.86) 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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