Ruedi Wealth Management, Inc. AVUS Holdings History
Ruedi Wealth Management, Inc.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 13,053.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $1.21 Mil. This investment constitutes 0.38% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.02% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 2 purchases of AVUS, at an average price of $68.73, for a total of 33,148.00 shares. In addition, there have been 7 sales at an average price of $88.85 for 20,095.00 shares. Based on historical transaction data and AVUS's current price of $103.59, Ruedi Wealth Management, Inc.'s estimated gain on his AVUS holdings is $859,222.95, reflecting a 37.71% gain to date.
Ruedi Wealth Management, Inc. AVUS ($103.59) Holding Chart
Ruedi Wealth Management, Inc. AVUS ($103.59) 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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