Private Wealth Management Group, LLC AVDV Holdings History
Private Wealth Management Group, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Private Wealth Management Group, LLC held 130,312.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $9.09 Mil. This investment constitutes 3.35% of their stock portfolio, and Private Wealth Management Group, LLC now holds 0.11% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2023Q4. And since then Private Wealth Management Group, LLC has made 5 purchases of AVDV, at an average price of $64.06, for a total of 130,312.00 shares. Based on historical transaction data and AVDV's current price of $80.16, Private Wealth Management Group, LLC's estimated gain on his AVDV holdings is $2.10 Mil, reflecting a 25.14% gain to date.
Private Wealth Management Group, LLC AVDV ($80.16) Holding Chart
Private Wealth Management Group, LLC AVDV ($80.16) 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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