Magnolia Private Wealth, LLC AVUS Holdings History
Magnolia Private Wealth, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Magnolia Private Wealth, LLC held 72,373.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $6.69 Mil. This investment constitutes 5.51% of their stock portfolio, and Magnolia Private Wealth, LLC now holds 0.09% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. And since then Magnolia Private Wealth, LLC has made 1 purchases of AVUS, at an average price of $98.12, for a total of 72,373.00 shares. Based on historical transaction data and AVUS's current price of $102.34, Magnolia Private Wealth, LLC's estimated gain on his AVUS holdings is $305,518.90, reflecting a 4.30% gain to date.
Magnolia Private Wealth, LLC AVUS ($102.34) Holding Chart
Magnolia Private Wealth, LLC AVUS ($102.34) 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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