WCG Wealth Advisors LLC AVUS Holdings History
WCG Wealth Advisors LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 373,629.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $34.52 Mil. This investment constitutes 2.64% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.45% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2023Q3. And since then WCG Wealth Advisors LLC has made 7 purchases of AVUS, at an average price of $78.53, for a total of 373,629.00 shares. Based on historical transaction data and AVUS's current price of $102.51, WCG Wealth Advisors LLC's estimated gain on his AVUS holdings is $8.96 Mil, reflecting a 30.54% gain to date.
WCG Wealth Advisors LLC AVUS ($102.51) Holding Chart
WCG Wealth Advisors LLC AVUS ($102.51) 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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