Nova R Wealth, Inc. AVGE Holdings History
Nova R Wealth, Inc.'s Avantis All Equity Markets ETF Holding Summary
As of 2025-06-30, Nova R Wealth, Inc. held 103,594.00 shares of Avantis All Equity Markets ETF(AVGE), totaling $8.03 Mil. This investment constitutes 3.73% of their stock portfolio, and Nova R Wealth, Inc. now holds 1.46% of the outstanding Avantis All Equity Markets ETF(AVGE) stock.
The initial trade took place in 2024Q1. And since then Nova R Wealth, Inc. has made 2 purchases of AVGE, at an average price of $66.21, for a total of 110,177.00 shares. In addition, there have been 4 sales at an average price of $72.84 for 6,583.00 shares. Based on historical transaction data and AVGE's current price of $78.98, Nova R Wealth, Inc.'s estimated gain on his AVGE holdings is $1.37 Mil, reflecting a 18.73% gain to date.
Nova R Wealth, Inc. AVGE ($78.98) Holding Chart
Nova R Wealth, Inc. AVGE ($78.98) 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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