Valued Wealth Advisors LLC AVDE Holdings History
Valued Wealth Advisors LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 54,186.00 shares of Avantis International Equity ETF(AVDE), totaling $3.59 Mil. This investment constitutes 2.16% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.06% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 3 purchases of AVDE, at an average price of $58.12, for a total of 55,743.00 shares. In addition, there have been 2 sales at an average price of $60.88 for 1,557.00 shares. Based on historical transaction data and AVDE's current price of $73.57, Valued Wealth Advisors LLC's estimated gain on his AVDE holdings is $841,408.27, reflecting a 25.97% gain to date.
Valued Wealth Advisors LLC AVDE ($73.57) Holding Chart
Valued Wealth Advisors LLC AVDE ($73.57) 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 % |
Top Ranked Articles
- 1