McGlone Suttner Wealth Management, Inc. AVUS Holdings History
McGlone Suttner Wealth Management, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, McGlone Suttner Wealth Management, Inc. held 494,121.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $49.82 Mil. This investment constitutes 7.52% of their stock portfolio, and McGlone Suttner Wealth Management, Inc. now holds 0.57% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q4. And since then McGlone Suttner Wealth Management, Inc. has made 6 purchases of AVUS, at an average price of $89.24, for a total of 892,181.00 shares. In addition, there have been 1 sales at an average price of $88.36 for 398,060.00 shares. Based on historical transaction data and AVUS's current price of $102.86, McGlone Suttner Wealth Management, Inc.'s estimated gain on his AVUS holdings is $6.38 Mil, reflecting a 8.02% gain to date.
McGlone Suttner Wealth Management, Inc. AVUS ($102.86) Holding Chart
McGlone Suttner Wealth Management, Inc. AVUS ($102.86) 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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