AWM
AVDE icon

Accredited Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Accredited Wealth Management’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.22M Sell
9,050
-28,317
-76% -$2.16M 2.4% 12
2025
Q2 		$2.77M Buy
+37,367
New +$2.61M 2.24% 13
2025
Q1 		– Sell
-35,729
Closed -$2.19M – 374
2024
Q4 		$2.19M Buy
+35,729
New +$2.29M 1.92% 15

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Accredited Wealth Management's AVDE Position: Q3 2025 in Review

Accredited Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 76% in Q3 2025, selling an estimated $2.16M and leaving 9,050 shares worth $3.22M. The position accounts for 2.4% of the portfolio, ranked #12.

Accredited Wealth Management first reported a position in AVDE in Q4 2024 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold AVDE as of Q3 2025.

  • Accredited Wealth Management held 9,050 shares of Avantis International Equity ETF worth $3.22M as of Q3 2025.
  • Accredited Wealth Management sold 28,317 Avantis International Equity ETF shares in Q3 2025, an estimated $2.16M.
  • Avantis International Equity ETF made up 2.4% of Accredited Wealth Management's portfolio in Q3 2025, its #12 holding.
  • Accredited Wealth Management first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 513 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.