WorthPointe, LLC AVRE Holdings History
WorthPointe, LLC's Avantis Real E state ETF Holding Summary
As of 2025-03-31, WorthPointe, LLC held 238,494.00 shares of Avantis Real E state ETF(AVRE), totaling $10.26 Mil. This investment constitutes 4.59% of their stock portfolio, and WorthPointe, LLC now holds 1.83% of the outstanding Avantis Real E state ETF(AVRE) stock.
The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 7 purchases of AVRE, at an average price of $42.69, for a total of 281,164.00 shares. In addition, there have been 6 sales at an average price of $41.05 for 42,670.00 shares. Based on historical transaction data and AVRE's current price of $45.11, WorthPointe, LLC's estimated gain on his AVRE holdings is $508,441.39, reflecting a 4.24% gain to date.
WorthPointe, LLC AVRE ($45.11) Holding Chart
WorthPointe, LLC AVRE ($45.11) 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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