Number of Shares
64,270.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
1.62%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
31.24%

True Wealth Design, LLC's Avantis International Equity ETF Holding Summary

As of 2025-03-31, True Wealth Design, LLC held 64,270.00 shares of Avantis International Equity ETF(AVDE), totaling $4.26 Mil. This investment constitutes 1.62% of their stock portfolio, and True Wealth Design, LLC now holds 0.07% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 2 purchases of AVDE, at an average price of $52.35, for a total of 130,776.00 shares. In addition, there have been 7 sales at an average price of $63.44 for 66,506.00 shares. Based on historical transaction data and AVDE's current price of $74.14, True Wealth Design, LLC's estimated gain on his AVDE holdings is $2.14 Mil, reflecting a 31.24% gain to date.

True Wealth Design, LLC AVDE ($74.14) Holding Chart

True Wealth Design, LLC AVDE ($74.14) 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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