Pasadena Private Wealth, LLC AVDE Holdings History
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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