WMG Financial Advisors, LLC AVDV Holdings History
WMG Financial Advisors, LLC's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 99,252.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $6.92 Mil. This investment constitutes 2.94% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0.09% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 11 purchases of AVDV, at an average price of $62.07, for a total of 103,414.00 shares. In addition, there have been 2 sales at an average price of $58.36 for 4,162.00 shares. Based on historical transaction data and AVDV's current price of $81.57, WMG Financial Advisors, LLC's estimated gain on his AVDV holdings is $1.92 Mil, reflecting a 29.91% gain to date.
WMG Financial Advisors, LLC AVDV ($81.57) Holding Chart
WMG Financial Advisors, LLC AVDV ($81.57) 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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