Number of Shares
156,466.00
Current Holdings Value*
$8.08 Mil
% of Portfolio
4.56%
Total Estimate Gain
$3.31 Mil
% of Total Estimate Gain
44.16%

Silicon Hills Wealth Management, LLC's Avantis Responsible U.S. Equity ETF Holding Summary

As of 2023-06-30, Silicon Hills Wealth Management, LLC held 156,466.00 shares of Avantis Responsible U.S. Equity ETF(AVSU), totaling $8.08 Mil. This investment constitutes 4.56% of their stock portfolio, and Silicon Hills Wealth Management, LLC now holds 5.43% of the outstanding Avantis Responsible U.S. Equity ETF(AVSU) stock.

The initial trade took place in 2022Q4. And since then Silicon Hills Wealth Management, LLC has made 3 purchases of AVSU, at an average price of $47.96, for a total of 156,466.00 shares. Based on historical transaction data and AVSU's current price of $69.14, Silicon Hills Wealth Management, LLC's estimated gain on his AVSU holdings is $3.31 Mil, reflecting a 44.16% gain to date.

Silicon Hills Wealth Management, LLC AVSU ($69.14) Holding Chart

Silicon Hills Wealth Management, LLC AVSU ($69.14) 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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