ML & R WEALTH MANAGEMENT LLC AVUS Holdings History
ML & R WEALTH MANAGEMENT LLC's Avantis U.S. Equity ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 54,863.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $4.91 Mil. This investment constitutes 1.13% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q4. And since then ML & R WEALTH MANAGEMENT LLC has made 6 purchases of AVUS, at an average price of $72.16, for a total of 124,473.00 shares. In addition, there have been 3 sales at an average price of $77.57 for 69,610.00 shares. Based on historical transaction data and AVUS's current price of $99.00, ML & R WEALTH MANAGEMENT LLC's estimated gain on his AVUS holdings is $1.85 Mil, reflecting a 20.58% gain to date.
ML & R WEALTH MANAGEMENT LLC AVUS ($99.00) Holding Chart
ML & R WEALTH MANAGEMENT LLC AVUS ($99.00) 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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