Number of Shares
54,186.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
2.16%
Total Estimate Gain
$841,408.27
% of Total Estimate Gain
25.97%

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 %

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