NICOLET ADVISORY SERVICES, LLC AVEM Holdings History
Number of Shares
459,655.00
Current Holdings Value*
$25.66 Mil
% of Portfolio
2.55%
Total Estimate Gain
$3.57 Mil
% of Total Estimate Gain
12.52%
NICOLET ADVISORY SERVICES, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 459,655.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $25.66 Mil. This investment constitutes 2.55% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.34% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2024Q4. And since then NICOLET ADVISORY SERVICES, LLC has made 2 purchases of AVEM, at an average price of $62.09, for a total of 459,655.00 shares. Based on historical transaction data and AVEM's current price of $69.86, NICOLET ADVISORY SERVICES, LLC's estimated gain on his AVEM holdings is $3.57 Mil, reflecting a 12.52% gain to date.
NICOLET ADVISORY SERVICES, LLC AVEM ($69.86) Holding Chart
NICOLET ADVISORY SERVICES, LLC AVEM ($69.86) 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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