Number of Shares
130,536.00
Current Holdings Value*
$7.32 Mil
% of Portfolio
6.46%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
26.08%

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 $68.41, Shotwell Rutter Baer Inc's estimated gain on his AVEM holdings is $1.85 Mil, reflecting a 26.08% gain to date.

Shotwell Rutter Baer Inc AVEM ($68.41) Holding Chart

Shotwell Rutter Baer Inc AVEM ($68.41) 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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