SC&H Financial Advisors, Inc. AVEM Holdings History
Number of Shares
291,468.00
Current Holdings Value*
$17.54 Mil
% of Portfolio
3.45%
Total Estimate Gain
$3.48 Mil
% of Total Estimate Gain
21.00%
SC&H Financial Advisors, Inc.'s Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, SC&H Financial Advisors, Inc. held 291,468.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $17.54 Mil. This investment constitutes 3.45% of their stock portfolio, and SC&H Financial Advisors, Inc. now holds 0.22% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q4. And since then SC&H Financial Advisors, Inc. has made 13 purchases of AVEM, at an average price of $56.88, for a total of 291,468.00 shares. Based on historical transaction data and AVEM's current price of $68.83, SC&H Financial Advisors, Inc.'s estimated gain on his AVEM holdings is $3.48 Mil, reflecting a 21.00% gain to date.
SC&H Financial Advisors, Inc. AVEM ($68.83) Holding Chart
SC&H Financial Advisors, Inc. AVEM ($68.83) 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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