Number of Shares
68,897.00
Current Holdings Value*
$5.46 Mil
% of Portfolio
2.67%
Total Estimate Gain
$1.07 Mil
% of Total Estimate Gain
19.20%

Parkshore Wealth Management, Inc.'s Avantis International Small Cap Value ETF Holding Summary

As of 2025-06-30, Parkshore Wealth Management, Inc. held 68,897.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $5.46 Mil. This investment constitutes 2.67% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 0.06% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.

The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 1 purchases of AVDV, at an average price of $67.34, for a total of 82,955.00 shares. In addition, there have been 1 sales at an average price of $73.90 for 14,058.00 shares. Based on historical transaction data and AVDV's current price of $81.57, Parkshore Wealth Management, Inc.'s estimated gain on his AVDV holdings is $1.07 Mil, reflecting a 19.20% gain to date.

Parkshore Wealth Management, Inc. AVDV ($81.57) Holding Chart

Parkshore Wealth Management, Inc. AVDV ($81.57) 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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