WMG Financial Advisors, LLC AVUS Holdings History
WMG Financial Advisors, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 488,965.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $45.17 Mil. This investment constitutes 19.21% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0.59% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q4. And since then WMG Financial Advisors, LLC has made 13 purchases of AVUS, at an average price of $78.01, for a total of 488,965.00 shares. Based on historical transaction data and AVUS's current price of $102.86, WMG Financial Advisors, LLC's estimated gain on his AVUS holdings is $12.15 Mil, reflecting a 31.85% gain to date.
WMG Financial Advisors, LLC AVUS ($102.86) Holding Chart
WMG Financial Advisors, LLC AVUS ($102.86) 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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