Trace Wealth Advisors, LLC AVDE Holdings History
Trace Wealth Advisors, LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, Trace Wealth Advisors, LLC held 118,661.00 shares of Avantis International Equity ETF(AVDE), totaling $7.86 Mil. This investment constitutes 7.01% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0.13% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2024Q4. And since then Trace Wealth Advisors, LLC has made 1 purchases of AVDE, at an average price of $63.99, for a total of 118,661.00 shares. Based on historical transaction data and AVDE's current price of $73.64, Trace Wealth Advisors, LLC's estimated gain on his AVDE holdings is $1.14 Mil, reflecting a 15.07% gain to date.
Trace Wealth Advisors, LLC AVDE ($73.64) Holding Chart
Trace Wealth Advisors, LLC AVDE ($73.64) 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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