WMG Financial Advisors, LLC AVEM Holdings History
WMG Financial Advisors, LLC's Avantis Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 106,926.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $6.43 Mil. This investment constitutes 2.74% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0.08% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 11 purchases of AVEM, at an average price of $56.60, for a total of 108,414.00 shares. In addition, there have been 2 sales at an average price of $49.12 for 1,488.00 shares. Based on historical transaction data and AVEM's current price of $71.05, WMG Financial Advisors, LLC's estimated gain on his AVEM holdings is $1.53 Mil, reflecting a 25.00% gain to date.
WMG Financial Advisors, LLC AVEM ($71.05) Holding Chart
WMG Financial Advisors, LLC AVEM ($71.05) 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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