Number of Shares
152,343.00
Current Holdings Value*
$15.51 Mil
% of Portfolio
4.07%
Total Estimate Gain
$3.18 Mil
% of Total Estimate Gain
25.46%

McLean Asset Management Corp's Avantis U.S. Equity ETF Holding Summary

As of 2025-06-30, McLean Asset Management Corp held 152,343.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $15.51 Mil. This investment constitutes 4.07% of their stock portfolio, and McLean Asset Management Corp now holds 0.18% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2022Q2. And since then McLean Asset Management Corp has made 12 purchases of AVUS, at an average price of $80.51, for a total of 155,026.00 shares. In addition, there have been 1 sales at an average price of $70.53 for 2,683.00 shares. Based on historical transaction data and AVUS's current price of $101.54, McLean Asset Management Corp's estimated gain on his AVUS holdings is $3.18 Mil, reflecting a 25.46% gain to date.

McLean Asset Management Corp AVUS ($101.54) Holding Chart

McLean Asset Management Corp AVUS ($101.54) 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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