Strategic Financial Concepts, LLC AVUS Holdings History
Strategic Financial Concepts, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 247,614.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $22.87 Mil. This investment constitutes 4.29% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.3% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 6 purchases of AVUS, at an average price of $88.32, for a total of 14.43 Mil shares. In addition, there have been 2 sales at an average price of $91.79 for 14.18 Mil shares. Based on historical transaction data and AVUS's current price of $103.36, Strategic Financial Concepts, LLC's estimated gain on his AVUS holdings is $52.86 Mil, reflecting a 4.15% gain to date.
Strategic Financial Concepts, LLC AVUS ($103.36) Holding Chart
Strategic Financial Concepts, LLC AVUS ($103.36) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
