Intergy Private Wealth, LLC AVDV Holdings History
Intergy Private Wealth, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 145,526.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $10.15 Mil. This investment constitutes 3.86% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.13% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2023Q2. And since then Intergy Private Wealth, LLC has made 8 purchases of AVDV, at an average price of $58.92, for a total of 145,526.00 shares. Based on historical transaction data and AVDV's current price of $80.16, Intergy Private Wealth, LLC's estimated gain on his AVDV holdings is $3.09 Mil, reflecting a 36.06% gain to date.
Intergy Private Wealth, LLC AVDV ($80.16) Holding Chart
Intergy Private Wealth, LLC AVDV ($80.16) 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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