True Wealth Design, LLC AVDE Holdings History
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 $76.20, True Wealth Design, LLC's estimated gain on his AVDE holdings is $2.27 Mil, reflecting a 33.18% gain to date.
True Wealth Design, LLC AVDE ($76.20) Holding Chart
True Wealth Design, LLC AVDE ($76.20) 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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