NORTHWEST WEALTH MANAGEMENT, LLC AVDV Holdings History
NORTHWEST WEALTH MANAGEMENT, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-06-30, NORTHWEST WEALTH MANAGEMENT, LLC held 261,061.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $20.70 Mil. This investment constitutes 3.74% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.21% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2021Q2. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 17 purchases of AVDV, at an average price of $62.76, for a total of 261,061.00 shares. Based on historical transaction data and AVDV's current price of $80.85, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his AVDV holdings is $4.72 Mil, reflecting a 28.82% gain to date.
NORTHWEST WEALTH MANAGEMENT, LLC AVDV ($80.85) Holding Chart
NORTHWEST WEALTH MANAGEMENT, LLC AVDV ($80.85) 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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