Simplicity Wealth,LLC AVUS Holdings History
Simplicity Wealth,LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Simplicity Wealth,LLC held 641,396.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $59.25 Mil. This investment constitutes 4.61% of their stock portfolio, and Simplicity Wealth,LLC now holds 0.77% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q1. And since then Simplicity Wealth,LLC has made 4 purchases of AVUS, at an average price of $94.46, for a total of 1.27 Mil shares. In addition, there have been 1 sales at an average price of $98.24 for 629,361.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Simplicity Wealth,LLC's estimated gain on his AVUS holdings is $7.54 Mil, reflecting a 6.28% gain to date.
Simplicity Wealth,LLC AVUS ($102.51) Holding Chart
Simplicity Wealth,LLC AVUS ($102.51) 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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