WR Wealth Planners, LLC AVUS Holdings History
WR Wealth Planners, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 150,382.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $14.58 Mil. This investment constitutes 4.69% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.19% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 4 purchases of AVUS, at an average price of $75.64, for a total of 167,088.00 shares. In addition, there have been 3 sales at an average price of $83.38 for 16,706.00 shares. Based on historical transaction data and AVUS's current price of $102.51, WR Wealth Planners, LLC's estimated gain on his AVUS holdings is $4.17 Mil, reflecting a 32.99% gain to date.
WR Wealth Planners, LLC AVUS ($102.51) Holding Chart
WR Wealth Planners, LLC AVUS ($102.51) 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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