JOURNEY STRATEGIC WEALTH LLC AVDE Holdings History
Number of Shares
225,613.00
Current Holdings Value*
$14.95 Mil
% of Portfolio
0.52%
Total Estimate Gain
$1.97 Mil
% of Total Estimate Gain
13.39%
JOURNEY STRATEGIC WEALTH LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 225,613.00 shares of Avantis International Equity ETF(AVDE), totaling $14.95 Mil. This investment constitutes 0.52% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.24% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2025Q1. And since then JOURNEY STRATEGIC WEALTH LLC has made 1 purchases of AVDE, at an average price of $65.05, for a total of 225,613.00 shares. Based on historical transaction data and AVDE's current price of $73.76, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his AVDE holdings is $1.97 Mil, reflecting a 13.39% gain to date.
JOURNEY STRATEGIC WEALTH LLC AVDE ($73.76) Holding Chart
JOURNEY STRATEGIC WEALTH LLC AVDE ($73.76) 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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