Morey & Quinn Wealth Partners, LLC AVIG Holdings History
Number of Shares
5,325.00
Current Holdings Value*
$220,400.00
% of Portfolio
0.18%
Total Estimate Gain
$1,570.88
% of Total Estimate Gain
0.72%
Morey & Quinn Wealth Partners, LLC's Avantis Core Fixed Income ETF Holding Summary
As of 2025-03-31, Morey & Quinn Wealth Partners, LLC held 5,325.00 shares of Avantis Core Fixed Income ETF(AVIG), totaling $220,400.00. This investment constitutes 0.18% of their stock portfolio, and Morey & Quinn Wealth Partners, LLC now holds 0.02% of the outstanding Avantis Core Fixed Income ETF(AVIG) stock.
The initial trade took place in 2025Q1. And since then Morey & Quinn Wealth Partners, LLC has made 1 purchases of AVIG, at an average price of $40.91, for a total of 5,325.00 shares. Based on historical transaction data and AVIG's current price of $41.21, Morey & Quinn Wealth Partners, LLC's estimated gain on his AVIG holdings is $1,570.88, reflecting a 0.72% gain to date.
Morey & Quinn Wealth Partners, LLC AVIG ($41.21) Holding Chart
Morey & Quinn Wealth Partners, LLC AVIG ($41.21) 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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