Parkshore Wealth Management, Inc. AVUS Holdings History
Parkshore Wealth Management, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, Parkshore Wealth Management, Inc. held 90,592.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $9.13 Mil. This investment constitutes 4.46% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 0.1% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 1 purchases of AVUS, at an average price of $97.24, for a total of 93,211.00 shares. In addition, there have been 1 sales at an average price of $97.44 for 2,619.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Parkshore Wealth Management, Inc.'s estimated gain on his AVUS holdings is $478,235.49, reflecting a 5.28% gain to date.
Parkshore Wealth Management, Inc. AVUS ($102.51) Holding Chart
Parkshore Wealth Management, Inc. AVUS ($102.51) 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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