SILVER OAK WEALTH ADVISORS SERVICES, LLC AVEM Holdings History
Number of Shares
108,731.00
Current Holdings Value*
$6.54 Mil
% of Portfolio
5.83%
Total Estimate Gain
$829,753.76
% of Total Estimate Gain
12.10%
SILVER OAK WEALTH ADVISORS SERVICES, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 108,731.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $6.54 Mil. This investment constitutes 5.83% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0.08% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $60.13 for 1,510.00 shares. Based on historical transaction data and AVEM's current price of $69.86, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his AVEM holdings is $829,753.76, reflecting a 12.10% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC AVEM ($69.86) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, LLC AVEM ($69.86) 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 % |
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