Summit Financial Strategies, Inc. AVEM Holdings History
Summit Financial Strategies, Inc.'s Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 867,238.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $52.18 Mil. This investment constitutes 5.26% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.65% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2023Q4. And since then Summit Financial Strategies, Inc. has made 6 purchases of AVEM, at an average price of $54.98, for a total of 867,238.00 shares. Based on historical transaction data and AVEM's current price of $68.79, Summit Financial Strategies, Inc.'s estimated gain on his AVEM holdings is $11.98 Mil, reflecting a 25.12% gain to date.
Summit Financial Strategies, Inc. AVEM ($68.79) Holding Chart
Summit Financial Strategies, Inc. AVEM ($68.79) 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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