WorthPointe, LLC AVDE Holdings History

Number of Shares
163,426.00
Current Holdings Value*
$10.83 Mil
% of Portfolio
4.84%
Total Estimate Gain
$2.53 Mil
% of Total Estimate Gain
24.95%

WorthPointe, LLC's Avantis International Equity ETF Holding Summary

As of 2025-03-31, WorthPointe, LLC held 163,426.00 shares of Avantis International Equity ETF(AVDE), totaling $10.83 Mil. This investment constitutes 4.84% of their stock portfolio, and WorthPointe, LLC now holds 0.18% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 10 purchases of AVDE, at an average price of $59.05, for a total of 172,012.00 shares. In addition, there have been 3 sales at an average price of $57.20 for 8,586.00 shares. Based on historical transaction data and AVDE's current price of $74.65, WorthPointe, LLC's estimated gain on his AVDE holdings is $2.53 Mil, reflecting a 24.95% gain to date.

WorthPointe, LLC AVDE ($74.65) Holding Chart

WorthPointe, 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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