Number of Shares
51,292.00
Current Holdings Value*
$5.17 Mil
% of Portfolio
4.22%
Total Estimate Gain
$-862,019.70
% of Total Estimate Gain
-3.01%

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 $102.86, Ridgeline Wealth, LLC's estimated gain on his AVUS holdings is $-862,019.70, reflecting a -3.01% gain to date.

Ridgeline Wealth, LLC AVUS ($102.86) Holding Chart

Ridgeline Wealth, LLC AVUS ($102.86) 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 %

Top Ranked Articles

  • 1