Paladin Wealth, LLC AVUS Holdings History

Number of Shares
5,747.00
Current Holdings Value*
$579,410.00
% of Portfolio
0.45%
Total Estimate Gain
$53,159.75
% of Total Estimate Gain
9.88%

Paladin Wealth, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-06-30, Paladin Wealth, LLC held 5,747.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $579,410.00. This investment constitutes 0.45% of their stock portfolio, and Paladin Wealth, LLC now holds 0.01% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2025Q2. And since then Paladin Wealth, LLC has made 1 purchases of AVUS, at an average price of $93.61, for a total of 5,747.00 shares. Based on historical transaction data and AVUS's current price of $102.86, Paladin Wealth, LLC's estimated gain on his AVUS holdings is $53,159.75, reflecting a 9.88% gain to date.

Paladin Wealth, LLC AVUS ($102.86) Holding Chart

Paladin Wealth, LLC AVUS ($102.86) 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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