Number of Shares
154,296.00
Current Holdings Value*
$10.76 Mil
% of Portfolio
2.97%
Total Estimate Gain
$3.15 Mil
% of Total Estimate Gain
30.44%

Oakwell Private Wealth Management, LLC's Avantis International Small Cap Value ETF Holding Summary

As of 2025-03-31, Oakwell Private Wealth Management, LLC held 154,296.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $10.76 Mil. This investment constitutes 2.97% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.14% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.

The initial trade took place in 2021Q3. And since then Oakwell Private Wealth Management, LLC has made 13 purchases of AVDV, at an average price of $62.66, for a total of 165,370.00 shares. In addition, there have been 2 sales at an average price of $61.18 for 11,074.00 shares. Based on historical transaction data and AVDV's current price of $83.21, Oakwell Private Wealth Management, LLC's estimated gain on his AVDV holdings is $3.15 Mil, reflecting a 30.44% gain to date.

Oakwell Private Wealth Management, LLC AVDV ($83.21) Holding Chart

Oakwell Private Wealth Management, LLC AVDV ($83.21) 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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