JANICZEK WEALTH MANAGEMENT, LLC AVDE Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's Avantis International Equity ETF Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 642,399.00 shares of Avantis International Equity ETF(AVDE), totaling $40.00 Mil. This investment constitutes 8.38% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2022Q1. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 8 purchases of AVDE, at an average price of $59.86, for a total of 651,718.00 shares. In addition, there have been 2 sales at an average price of $56.43 for 9,319.00 shares. Based on historical transaction data and AVDE's current price of $75.55, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his AVDE holdings is $10.05 Mil, reflecting a 25.76% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC AVDE ($75.55) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC AVDE ($75.55) 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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