Ridgeline Wealth, LLC AVUS Holdings History
Ridgeline Wealth, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 51,292.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $5.17 Mil. This investment constitutes 4.22% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0.06% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. And since then Ridgeline Wealth, LLC has made 1 purchases of AVUS, at an average price of $98.19, for a total of 291,490.00 shares. In addition, there have been 1 sales at an average price of $93.61 for 240,198.00 shares. Based on historical transaction data and AVUS's current price of $103.04, Ridgeline Wealth, LLC's estimated gain on his AVUS holdings is $-852,787.14, reflecting a -2.98% gain to date.
Ridgeline Wealth, LLC AVUS ($103.04) Holding Chart
Ridgeline Wealth, LLC AVUS ($103.04) 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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