Seaside Wealth Management, Inc. AVRE Holdings History
Seaside Wealth Management, Inc.'s Avantis Real E state ETF Holding Summary
As of 2025-06-30, Seaside Wealth Management, Inc. held 229,823.00 shares of Avantis Real E state ETF(AVRE), totaling $10.15 Mil. This investment constitutes 3.23% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 1.68% of the outstanding Avantis Real E state ETF(AVRE) stock.
The initial trade took place in 2023Q2. And since then Seaside Wealth Management, Inc. has made 9 purchases of AVRE, at an average price of $41.35, for a total of 229,823.00 shares. Based on historical transaction data and AVRE's current price of $44.24, Seaside Wealth Management, Inc.'s estimated gain on his AVRE holdings is $664,959.12, reflecting a 7.00% gain to date.
Seaside Wealth Management, Inc. AVRE ($44.24) Holding Chart
Seaside Wealth Management, Inc. AVRE ($44.24) 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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