WEBSTERROGERS FINANCIAL ADVISORS, LLC AVUS Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 262,369.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $26.45 Mil. This investment constitutes 8.41% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.3% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q2. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 5 purchases of AVUS, at an average price of $72.66, for a total of 1.77 Mil shares. In addition, there have been 12 sales at an average price of $74.31 for 1.51 Mil shares. Based on historical transaction data and AVUS's current price of $102.51, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his AVUS holdings is $10.33 Mil, reflecting a 8.02% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC AVUS ($102.51) Holding Chart
WEBSTERROGERS FINANCIAL 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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