WMG Financial Advisors, LLC AVDE Holdings History
WMG Financial Advisors, LLC's Avantis International Equity ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 217,528.00 shares of Avantis International Equity ETF(AVDE), totaling $14.42 Mil. This investment constitutes 6.13% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0.24% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 11 purchases of AVDE, at an average price of $59.50, for a total of 219,316.00 shares. In addition, there have been 2 sales at an average price of $50.67 for 1,788.00 shares. Based on historical transaction data and AVDE's current price of $76.00, WMG Financial Advisors, LLC's estimated gain on his AVDE holdings is $3.57 Mil, reflecting a 27.38% gain to date.
WMG Financial Advisors, LLC AVDE ($76.00) Holding Chart
WMG Financial Advisors, LLC AVDE ($76.00) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
