Simplicity Wealth,LLC AVDE Holdings History
Simplicity Wealth,LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, Simplicity Wealth,LLC held 390,207.00 shares of Avantis International Equity ETF(AVDE), totaling $25.86 Mil. This investment constitutes 2.01% of their stock portfolio, and Simplicity Wealth,LLC now holds 0.43% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2024Q1. And since then Simplicity Wealth,LLC has made 4 purchases of AVDE, at an average price of $64.62, for a total of 760,660.00 shares. In addition, there have been 1 sales at an average price of $63.95 for 370,453.00 shares. Based on historical transaction data and AVDE's current price of $73.64, Simplicity Wealth,LLC's estimated gain on his AVDE holdings is $3.27 Mil, reflecting a 6.65% gain to date.
Simplicity Wealth,LLC AVDE ($73.64) Holding Chart
Simplicity Wealth,LLC AVDE ($73.64) 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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