Number of Shares
315,199.00
Current Holdings Value*
$23.70 Mil
% of Portfolio
13.37%
Total Estimate Gain
$8.92 Mil
% of Total Estimate Gain
36.28%

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

As of 2023-06-30, Silicon Hills Wealth Management, LLC held 315,199.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $23.70 Mil. This investment constitutes 13.37% of their stock portfolio, and Silicon Hills Wealth Management, LLC now holds 0.56% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2021Q3. And since then Silicon Hills Wealth Management, LLC has made 6 purchases of AVUS, at an average price of $73.25, for a total of 335,696.00 shares. In addition, there have been 2 sales at an average price of $68.20 for 20,497.00 shares. Based on historical transaction data and AVUS's current price of $101.89, Silicon Hills Wealth Management, LLC's estimated gain on his AVUS holdings is $8.92 Mil, reflecting a 36.28% gain to date.

Silicon Hills Wealth Management, LLC AVUS ($101.89) Holding Chart

Silicon Hills Wealth Management, LLC AVUS ($101.89) 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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