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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