Trellis Wealth Advisors LLC AVDE Holdings History
Trellis Wealth Advisors LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 261,669.00 shares of Avantis International Equity ETF(AVDE), totaling $17.34 Mil. This investment constitutes 8.42% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0.29% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 7 purchases of AVDE, at an average price of $51.19, for a total of 270,222.00 shares. In addition, there have been 1 sales at an average price of $63.46 for 8,553.00 shares. Based on historical transaction data and AVDE's current price of $73.73, Trellis Wealth Advisors LLC's estimated gain on his AVDE holdings is $6.00 Mil, reflecting a 43.39% gain to date.
Trellis Wealth Advisors LLC AVDE ($73.73) Holding Chart
Trellis Wealth Advisors LLC AVDE ($73.73) 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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