Number of Shares
35,925.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
2.7%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
40.80%

Seed Wealth Management, Inc.'s Avantis U.S. Equity ETF Holding Summary

As of 2025-06-30, Seed Wealth Management, Inc. held 35,925.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $3.62 Mil. This investment constitutes 2.7% of their stock portfolio, and Seed Wealth Management, Inc. now holds 0.04% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2022Q4. And since then Seed Wealth Management, Inc. has made 6 purchases of AVUS, at an average price of $71.17, for a total of 47,155.00 shares. In addition, there have been 3 sales at an average price of $92.85 for 11,230.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Seed Wealth Management, Inc.'s estimated gain on his AVUS holdings is $1.37 Mil, reflecting a 40.80% gain to date.

Seed Wealth Management, Inc. AVUS ($102.51) Holding Chart

Seed Wealth Management, Inc. 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 %

Top Ranked Articles

  • 1