Valued Wealth Advisors LLC AVEM Holdings History
Valued Wealth Advisors LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 159,603.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $9.61 Mil. This investment constitutes 5.77% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.12% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 4 purchases of AVEM, at an average price of $56.73, for a total of 165,918.00 shares. In addition, there have been 1 sales at an average price of $61.22 for 6,315.00 shares. Based on historical transaction data and AVEM's current price of $68.36, Valued Wealth Advisors LLC's estimated gain on his AVEM holdings is $1.88 Mil, reflecting a 20.02% gain to date.
Valued Wealth Advisors LLC AVEM ($68.36) Holding Chart
Valued Wealth Advisors LLC AVEM ($68.36) 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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