Number of Shares
6,572.00
Current Holdings Value*
$432,710.00
% of Portfolio
0.26%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
10.88%

Symphony Financial, Ltd. Co.'s Avantis International Equity ETF Holding Summary

As of 2025-03-31, Symphony Financial, Ltd. Co. held 6,572.00 shares of Avantis International Equity ETF(AVDE), totaling $432,710.00. This investment constitutes 0.26% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0.01% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2022Q3. And since then Symphony Financial, Ltd. Co. has made 9 purchases of AVDE, at an average price of $57.32, for a total of 319,267.00 shares. In addition, there have been 2 sales at an average price of $63.33 for 312,695.00 shares. Based on historical transaction data and AVDE's current price of $74.56, Symphony Financial, Ltd. Co.'s estimated gain on his AVDE holdings is $1.99 Mil, reflecting a 10.88% gain to date.

Symphony Financial, Ltd. Co. AVDE ($74.56) Holding Chart

Symphony Financial, Ltd. Co. AVDE ($74.56) 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