Number of Shares
157,627.00
Current Holdings Value*
$4.44 Mil
% of Portfolio
3.66%
Total Estimate Gain
$1.48 Mil
% of Total Estimate Gain
14.50%

Magnolia Private Wealth, LLC's Avantis International Equity ETF Holding Summary

As of 2025-03-31, Magnolia Private Wealth, LLC held 157,627.00 shares of Avantis International Equity ETF(AVDE), totaling $4.44 Mil. This investment constitutes 3.66% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 0.17% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2024Q4. And since then Magnolia Private Wealth, LLC has made 1 purchases of AVDE, at an average price of $64.67, for a total of 157,627.00 shares. Based on historical transaction data and AVDE's current price of $74.05, Magnolia Private Wealth, LLC's estimated gain on his AVDE holdings is $1.48 Mil, reflecting a 14.50% gain to date.

Magnolia Private Wealth, LLC AVDE ($74.05) Holding Chart

Magnolia Private Wealth, LLC AVDE ($74.05) 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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