WorthPointe, LLC AVUS Holdings History
WorthPointe, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, WorthPointe, LLC held 259,978.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $24.02 Mil. This investment constitutes 10.74% of their stock portfolio, and WorthPointe, LLC now holds 0.31% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q1. And since then WorthPointe, LLC has made 10 purchases of AVUS, at an average price of $77.48, for a total of 281,619.00 shares. In addition, there have been 3 sales at an average price of $73.82 for 21,641.00 shares. Based on historical transaction data and AVUS's current price of $103.65, WorthPointe, LLC's estimated gain on his AVUS holdings is $6.73 Mil, reflecting a 30.83% gain to date.
WorthPointe, LLC AVUS ($103.65) Holding Chart
WorthPointe, LLC AVUS ($103.65) 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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