Number of Shares
427,809.00
Current Holdings Value*
$38.29 Mil
% of Portfolio
15.6%
Total Estimate Gain
$15.11 Mil
% of Total Estimate Gain
50.57%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC held 427,809.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $38.29 Mil. This investment constitutes 15.6% of their stock portfolio, and RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC now holds 0.52% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2022Q4. And since then RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC has made 5 purchases of AVUS, at an average price of $68.65, for a total of 435,258.00 shares. In addition, there have been 4 sales at an average price of $87.05 for 7,449.00 shares. Based on historical transaction data and AVUS's current price of $103.65, RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's estimated gain on his AVUS holdings is $15.11 Mil, reflecting a 50.57% gain to date.

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC AVUS ($103.65) Holding Chart

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC AVUS ($103.65) 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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