Number of Shares
38,725.00
Current Holdings Value*
$3.90 Mil
% of Portfolio
1.81%
Total Estimate Gain
$878,019.77
% of Total Estimate Gain
27.64%

Physician Wealth Solutions Inc.'s Avantis U.S. Equity ETF Holding Summary

As of 2025-06-30, Physician Wealth Solutions Inc. held 38,725.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $3.90 Mil. This investment constitutes 1.81% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.04% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 3 purchases of AVUS, at an average price of $80.09, for a total of 39,667.00 shares. In addition, there have been 3 sales at an average price of $90.66 for 942.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Physician Wealth Solutions Inc.'s estimated gain on his AVUS holdings is $878,019.77, reflecting a 27.64% gain to date.

Physician Wealth Solutions Inc. AVUS ($102.51) Holding Chart

Physician Wealth Solutions 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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