Shotwell Rutter Baer Inc AVEM Holdings History
Number of Shares
130,536.00
Current Holdings Value*
$7.32 Mil
% of Portfolio
6.46%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
25.21%
Shotwell Rutter Baer Inc's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Shotwell Rutter Baer Inc held 130,536.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $7.32 Mil. This investment constitutes 6.46% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.1% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 5 purchases of AVEM, at an average price of $54.26, for a total of 130,536.00 shares. Based on historical transaction data and AVEM's current price of $67.94, Shotwell Rutter Baer Inc's estimated gain on his AVEM holdings is $1.79 Mil, reflecting a 25.21% gain to date.
Shotwell Rutter Baer Inc AVEM ($67.94) Holding Chart
Shotwell Rutter Baer Inc AVEM ($67.94) 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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