ML & R WEALTH MANAGEMENT LLC AVEM Holdings History
ML & R WEALTH MANAGEMENT LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 13,768.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $797,990.00. This investment constitutes 0.18% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 5 purchases of AVEM, at an average price of $52.54, for a total of 45,526.00 shares. In addition, there have been 4 sales at an average price of $54.88 for 31,758.00 shares. Based on historical transaction data and AVEM's current price of $67.94, ML & R WEALTH MANAGEMENT LLC's estimated gain on his AVEM holdings is $286,466.13, reflecting a 11.98% gain to date.
ML & R WEALTH MANAGEMENT LLC AVEM ($67.94) Holding Chart
ML & R WEALTH MANAGEMENT LLC AVEM ($67.94) 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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