SFG Wealth Management, LLC. AVUS Holdings History
SFG Wealth Management, LLC.'s Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 56,484.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $5.22 Mil. This investment constitutes 2.55% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.07% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q3. And since then SFG Wealth Management, LLC. has made 3 purchases of AVUS, at an average price of $76.18, for a total of 75,283.00 shares. In addition, there have been 4 sales at an average price of $94.77 for 18,799.00 shares. Based on historical transaction data and AVUS's current price of $102.51, SFG Wealth Management, LLC.'s estimated gain on his AVUS holdings is $1.84 Mil, reflecting a 32.02% gain to date.
SFG Wealth Management, LLC. AVUS ($102.51) Holding Chart
SFG Wealth Management, LLC. AVUS ($102.51) 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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