MN Wealth Advisors, LLC AVUS Holdings History
Number of Shares
61,884.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
3.36%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
27.29%
MN Wealth Advisors, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, MN Wealth Advisors, LLC held 61,884.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $5.72 Mil. This investment constitutes 3.36% of their stock portfolio, and MN Wealth Advisors, LLC now holds 0.07% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q4. And since then MN Wealth Advisors, LLC has made 5 purchases of AVUS, at an average price of $79.98, for a total of 61,884.00 shares. Based on historical transaction data and AVUS's current price of $101.80, MN Wealth Advisors, LLC's estimated gain on his AVUS holdings is $1.35 Mil, reflecting a 27.29% gain to date.
MN Wealth Advisors, LLC AVUS ($101.80) Holding Chart
MN Wealth Advisors, LLC AVUS ($101.80) 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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