Number of Shares
8,958.00
Current Holdings Value*
$827,540.00
% of Portfolio
0.47%
Total Estimate Gain
$55,629.18
% of Total Estimate Gain
6.37%

Keyes, Stange & Wooten Wealth Management, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, Keyes, Stange & Wooten Wealth Management, LLC held 8,958.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $827,540.00. This investment constitutes 0.47% of their stock portfolio, and Keyes, Stange & Wooten Wealth Management, LLC now holds 0.01% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2025Q1. And since then Keyes, Stange & Wooten Wealth Management, LLC has made 1 purchases of AVUS, at an average price of $97.44, for a total of 8,958.00 shares. Based on historical transaction data and AVUS's current price of $103.65, Keyes, Stange & Wooten Wealth Management, LLC's estimated gain on his AVUS holdings is $55,629.18, reflecting a 6.37% gain to date.

Keyes, Stange & Wooten Wealth Management, LLC AVUS ($103.65) Holding Chart

Keyes, Stange & Wooten Wealth Management, LLC AVUS ($103.65) 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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