Trace Wealth Advisors, LLC AVUS Holdings History
Number of Shares
156,955.00
Current Holdings Value*
$15.21 Mil
% of Portfolio
13.63%
Total Estimate Gain
$-1.27 Mil
% of Total Estimate Gain
-8.21%
Trace Wealth Advisors, LLC's Avantis U.S. Equity ETF Holding Summary
As of 2024-12-31, Trace Wealth Advisors, LLC held 156,955.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $15.21 Mil. This investment constitutes 13.63% of their stock portfolio, and Trace Wealth Advisors, LLC now holds 0.19% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AVUS's current price of $90.17, Trace Wealth Advisors, LLC's estimated gain on his AVUS holdings is $-1.27 Mil, reflecting a -8.21% gain to date.
Trace Wealth Advisors, LLC AVUS ($90.17) Holding Chart
Trace Wealth Advisors, LLC AVUS ($90.17) 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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