Number of Shares
118,400.00
Current Holdings Value*
$7.85 Mil
% of Portfolio
1.51%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
13.21%

Pasadena Private Wealth, LLC's Avantis International Equity ETF Holding Summary

As of 2025-03-31, Pasadena Private Wealth, LLC held 118,400.00 shares of Avantis International Equity ETF(AVDE), totaling $7.85 Mil. This investment constitutes 1.51% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.13% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2025Q1. And since then Pasadena Private Wealth, LLC has made 1 purchases of AVDE, at an average price of $65.05, for a total of 118,400.00 shares. Based on historical transaction data and AVDE's current price of $73.64, Pasadena Private Wealth, LLC's estimated gain on his AVDE holdings is $1.02 Mil, reflecting a 13.21% gain to date.

Pasadena Private Wealth, LLC AVDE ($73.64) Holding Chart

Pasadena Private Wealth, LLC AVDE ($73.64) 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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