Wealthstream Advisors, Inc. AVGE Holdings History
Wealthstream Advisors, Inc.'s Avantis All Equity Markets ETF Holding Summary
As of 2025-03-31, Wealthstream Advisors, Inc. held 156,413.00 shares of Avantis All Equity Markets ETF(AVGE), totaling $11.14 Mil. This investment constitutes 2.08% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 2.28% of the outstanding Avantis All Equity Markets ETF(AVGE) stock.
The initial trade took place in 2023Q3. And since then Wealthstream Advisors, Inc. has made 7 purchases of AVGE, at an average price of $67.37, for a total of 156,413.00 shares. Based on historical transaction data and AVGE's current price of $78.47, Wealthstream Advisors, Inc.'s estimated gain on his AVGE holdings is $1.74 Mil, reflecting a 16.47% gain to date.
Wealthstream Advisors, Inc. AVGE ($78.47) Holding Chart
Wealthstream Advisors, Inc. AVGE ($78.47) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
