WEBSTERROGERS FINANCIAL ADVISORS, LLC AVDE Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Avantis International Equity ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 205,995.00 shares of Avantis International Equity ETF(AVDE), totaling $15.25 Mil. This investment constitutes 4.85% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.2% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2021Q2. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 6 purchases of AVDE, at an average price of $61.48, for a total of 902,453.00 shares. In addition, there have been 11 sales at an average price of $56.85 for 696,458.00 shares. Based on historical transaction data and AVDE's current price of $74.65, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his AVDE holdings is $-515,471.22, reflecting a -0.93% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVDE ($74.65) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVDE ($74.65) 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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