Parkworth Wealth Management, Inc. AVUS Holdings History
Parkworth Wealth Management, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Parkworth Wealth Management, Inc. held 166,165.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $15.36 Mil. This investment constitutes 12.26% of their stock portfolio, and Parkworth Wealth Management, Inc. now holds 0.2% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.44 for 995.00 shares. Based on historical transaction data and AVUS's current price of $102.86, Parkworth Wealth Management, Inc.'s estimated gain on his AVUS holdings is $766,886.30, reflecting a 4.67% gain to date.
Parkworth Wealth Management, Inc. AVUS ($102.86) Holding Chart
Parkworth Wealth Management, Inc. 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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