Number of Shares
201,366.00
Current Holdings Value*
$20.30 Mil
% of Portfolio
2.39%
Total Estimate Gain
$4.48 Mil
% of Total Estimate Gain
12.10%

Tanager Wealth Management LLP's Avantis U.S. Equity ETF Holding Summary

As of 2025-06-30, Tanager Wealth Management LLP held 201,366.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $20.30 Mil. This investment constitutes 2.39% of their stock portfolio, and Tanager Wealth Management LLP now holds 0.23% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.

The initial trade took place in 2023Q4. And since then Tanager Wealth Management LLP has made 5 purchases of AVUS, at an average price of $88.85, for a total of 416,248.00 shares. In addition, there have been 2 sales at an average price of $96.88 for 214,882.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Tanager Wealth Management LLP's estimated gain on his AVUS holdings is $4.48 Mil, reflecting a 12.10% gain to date.

Tanager Wealth Management LLP AVUS ($102.51) Holding Chart

Tanager Wealth Management LLP 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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