WEBSTERROGERS FINANCIAL ADVISORS, LLC AVIV Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Avantis International Large Cap Value ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 207,757.00 shares of Avantis International Large Cap Value ETF(AVIV), totaling $12.93 Mil. This investment constitutes 4.11% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 1.68% of the outstanding Avantis International Large Cap Value ETF(AVIV) stock.
The initial trade took place in 2022Q4. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 11 purchases of AVIV, at an average price of $46.71, for a total of 207,757.00 shares. Based on historical transaction data and AVIV's current price of $61.98, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his AVIV holdings is $3.17 Mil, reflecting a 32.70% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVIV ($61.98) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVIV ($61.98) 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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