Mattern Wealth Management LLC AVUS Holdings History
Mattern Wealth Management LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, Mattern Wealth Management LLC held 348,017.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $35.09 Mil. This investment constitutes 7.3% of their stock portfolio, and Mattern Wealth Management LLC now holds 0.4% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q3. And since then Mattern Wealth Management LLC has made 7 purchases of AVUS, at an average price of $88.31, for a total of 348,612.00 shares. In addition, there have been 1 sales at an average price of $98.24 for 595.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Mattern Wealth Management LLC's estimated gain on his AVUS holdings is $4.95 Mil, reflecting a 16.07% gain to date.
Mattern Wealth Management LLC AVUS ($102.51) Holding Chart
Mattern Wealth Management LLC AVUS ($102.51) 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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