WEBSTERROGERS FINANCIAL ADVISORS, LLC AVEM Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 212,553.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $14.57 Mil. This investment constitutes 4.63% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.14% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q2. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 12 purchases of AVEM, at an average price of $63.62, for a total of 382,451.00 shares. In addition, there have been 5 sales at an average price of $60.95 for 169,898.00 shares. Based on historical transaction data and AVEM's current price of $69.86, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his AVEM holdings is $872,787.63, reflecting a 3.59% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVEM ($69.86) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVEM ($69.86) 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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