REDW Wealth LLC AVUS Holdings History

Number of Shares
174,083.00
Current Holdings Value*
$16.08 Mil
% of Portfolio
5.99%
Total Estimate Gain
$6.12 Mil
% of Total Estimate Gain
30.39%

REDW Wealth LLC's Avantis U.S. Equity ETF Holding Summary

As of 2025-03-31, REDW Wealth LLC held 174,083.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $16.08 Mil. This investment constitutes 5.99% of their stock portfolio, and REDW Wealth LLC now holds 0.21% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2022Q3. And since then REDW Wealth LLC has made 8 purchases of AVUS, at an average price of $75.12, for a total of 268,137.00 shares. In addition, there have been 3 sales at an average price of $96.34 for 94,054.00 shares. Based on historical transaction data and AVUS's current price of $98.83, REDW Wealth LLC's estimated gain on his AVUS holdings is $6.12 Mil, reflecting a 30.39% gain to date.

REDW Wealth LLC AVUS ($98.83) Holding Chart

REDW Wealth LLC AVUS ($98.83) 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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