Physician Wealth Solutions Inc. AVRE Holdings History
Physician Wealth Solutions Inc.'s Avantis Real E state ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 297,943.00 shares of Avantis Real E state ETF(AVRE), totaling $13.16 Mil. This investment constitutes 6.1% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 2.18% of the outstanding Avantis Real E state ETF(AVRE) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 4 purchases of AVRE, at an average price of $41.08, for a total of 313,736.00 shares. In addition, there have been 2 sales at an average price of $43.12 for 15,793.00 shares. Based on historical transaction data and AVRE's current price of $44.24, Physician Wealth Solutions Inc.'s estimated gain on his AVRE holdings is $974,131.77, reflecting a 7.56% gain to date.
Physician Wealth Solutions Inc. AVRE ($44.24) Holding Chart
Physician Wealth Solutions Inc. AVRE ($44.24) 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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