Leo Wealth, LLC AVUS Holdings History
Leo Wealth, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Leo Wealth, LLC held 266,731.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $24.64 Mil. This investment constitutes 3.54% of their stock portfolio, and Leo Wealth, LLC now holds 0.32% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 3 purchases of AVUS, at an average price of $77.83, for a total of 449,382.00 shares. In addition, there have been 2 sales at an average price of $97.15 for 182,651.00 shares. Based on historical transaction data and AVUS's current price of $102.27, Leo Wealth, LLC's estimated gain on his AVUS holdings is $10.05 Mil, reflecting a 28.73% gain to date.
Leo Wealth, LLC AVUS ($102.27) Holding Chart
Leo Wealth, LLC AVUS ($102.27) 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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