Number of Shares
536,132.00
Current Holdings Value*
$32.26 Mil
% of Portfolio
5.36%
Total Estimate Gain
$8.63 Mil
% of Total Estimate Gain
28.95%

Tarbox Family Office, Inc.'s Avantis Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Tarbox Family Office, Inc. held 536,132.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $32.26 Mil. This investment constitutes 5.36% of their stock portfolio, and Tarbox Family Office, Inc. now holds 0.4% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.

The initial trade took place in 2021Q3. And since then Tarbox Family Office, Inc. has made 8 purchases of AVEM, at an average price of $54.37, for a total of 548,629.00 shares. In addition, there have been 2 sales at an average price of $58.92 for 12,497.00 shares. Based on historical transaction data and AVEM's current price of $70.37, Tarbox Family Office, Inc.'s estimated gain on his AVEM holdings is $8.63 Mil, reflecting a 28.95% gain to date.

Tarbox Family Office, Inc. AVEM ($70.37) Holding Chart

Tarbox Family Office, Inc. AVEM ($70.37) 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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