Trace Wealth Advisors, LLC AVUS Holdings History
Trace Wealth Advisors, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Trace Wealth Advisors, LLC held 165,800.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $15.32 Mil. This investment constitutes 13.65% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0.2% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. And since then Trace Wealth Advisors, LLC has made 1 purchases of AVUS, at an average price of $98.20, for a total of 165,800.00 shares. Based on historical transaction data and AVUS's current price of $102.51, Trace Wealth Advisors, LLC's estimated gain on his AVUS holdings is $715,042.00, reflecting a 4.39% gain to date.
Trace Wealth Advisors, LLC AVUS ($102.51) Holding Chart
Trace Wealth Advisors, LLC 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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