True Wealth Design, LLC AVUS Holdings History
True Wealth Design, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 23,961.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $2.21 Mil. This investment constitutes 0.84% of their stock portfolio, and True Wealth Design, LLC now holds 0.03% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 3 purchases of AVUS, at an average price of $69.69, for a total of 75,931.00 shares. In addition, there have been 6 sales at an average price of $90.61 for 51,970.00 shares. Based on historical transaction data and AVUS's current price of $103.04, True Wealth Design, LLC's estimated gain on his AVUS holdings is $1.89 Mil, reflecting a 35.64% gain to date.
True Wealth Design, LLC AVUS ($103.04) Holding Chart
True Wealth Design, LLC AVUS ($103.04) 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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