WR Wealth Planners, LLC AVDE Holdings History
WR Wealth Planners, LLC's Avantis International Equity ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 264,535.00 shares of Avantis International Equity ETF(AVDE), totaling $16.23 Mil. This investment constitutes 5.22% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.3% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2022Q1. And since then WR Wealth Planners, LLC has made 4 purchases of AVDE, at an average price of $56.76, for a total of 274,594.00 shares. In addition, there have been 3 sales at an average price of $62.34 for 10,059.00 shares. Based on historical transaction data and AVDE's current price of $74.65, WR Wealth Planners, LLC's estimated gain on his AVDE holdings is $4.79 Mil, reflecting a 30.72% gain to date.
WR Wealth Planners, LLC AVDE ($74.65) Holding Chart
WR Wealth Planners, LLC AVDE ($74.65) 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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