VERUS WEALTH MANAGEMENT, LLC AVEM Holdings History
Number of Shares
59,754.00
Current Holdings Value*
$3.60 Mil
% of Portfolio
3.94%
Total Estimate Gain
$460,719.21
% of Total Estimate Gain
12.41%
VERUS WEALTH MANAGEMENT, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, VERUS WEALTH MANAGEMENT, LLC held 59,754.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $3.60 Mil. This investment constitutes 3.94% of their stock portfolio, and VERUS WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2024Q4. And since then VERUS WEALTH MANAGEMENT, LLC has made 1 purchases of AVEM, at an average price of $62.15, for a total of 59,754.00 shares. Based on historical transaction data and AVEM's current price of $69.86, VERUS WEALTH MANAGEMENT, LLC's estimated gain on his AVEM holdings is $460,719.21, reflecting a 12.41% gain to date.
VERUS WEALTH MANAGEMENT, LLC AVEM ($69.86) Holding Chart
VERUS WEALTH MANAGEMENT, LLC AVEM ($69.86) 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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