Trellis Wealth Advisors LLC AVUS Holdings History
Trellis Wealth Advisors LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 219,789.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $20.30 Mil. This investment constitutes 9.85% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0.26% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 6 purchases of AVUS, at an average price of $69.20, for a total of 235,654.00 shares. In addition, there have been 2 sales at an average price of $91.94 for 15,865.00 shares. Based on historical transaction data and AVUS's current price of $102.53, Trellis Wealth Advisors LLC's estimated gain on his AVUS holdings is $7.69 Mil, reflecting a 47.14% gain to date.
Trellis Wealth Advisors LLC AVUS ($102.53) Holding Chart
Trellis Wealth Advisors LLC AVUS ($102.53) 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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