Intelligent Financial Strategies AVGE Holdings History
Intelligent Financial Strategies's Avantis All Equity Markets ETF Holding Summary
As of 2025-03-31, Intelligent Financial Strategies held 68,843.00 shares of Avantis All Equity Markets ETF(AVGE), totaling $4.90 Mil. This investment constitutes 2.56% of their stock portfolio, and Intelligent Financial Strategies now holds 1.01% of the outstanding Avantis All Equity Markets ETF(AVGE) stock.
The initial trade took place in 2022Q3. And since then Intelligent Financial Strategies has made 2 purchases of AVGE, at an average price of $53.05, for a total of 190,117.00 shares. In addition, there have been 8 sales at an average price of $61.07 for 121,274.00 shares. Based on historical transaction data and AVGE's current price of $76.20, Intelligent Financial Strategies's estimated gain on his AVGE holdings is $2.57 Mil, reflecting a 25.45% gain to date.
Intelligent Financial Strategies AVGE ($76.20) Holding Chart
Intelligent Financial Strategies AVGE ($76.20) 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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