WMG Financial Advisors, LLC AVRE Holdings History
WMG Financial Advisors, LLC's Avantis Real E state ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 97,272.00 shares of Avantis Real E state ETF(AVRE), totaling $4.18 Mil. This investment constitutes 1.78% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0.75% of the outstanding Avantis Real E state ETF(AVRE) stock.
The initial trade took place in 2023Q1. And since then WMG Financial Advisors, LLC has made 9 purchases of AVRE, at an average price of $41.40, for a total of 97,272.00 shares. Based on historical transaction data and AVRE's current price of $45.11, WMG Financial Advisors, LLC's estimated gain on his AVRE holdings is $360,729.53, reflecting a 8.96% gain to date.
WMG Financial Advisors, LLC AVRE ($45.11) Holding Chart
WMG Financial Advisors, LLC AVRE ($45.11) 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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