Adapt Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Adapt Wealth Advisors’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 Q1	–	Sell	-7,472	Closed	-$459K	–	59
2024 Q4	$459K	Buy	+7,472	New	+$478K	0.23%	50

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Adapt Wealth Advisors's AVDE Position: Q1 2025 in Review

Adapt Wealth Advisors sold out of Avantis International Equity ETF (AVDE) in Q1 2025, closing a stake of 7,472 shares — an estimated $459K sold.

Adapt Wealth Advisors first reported a position in AVDE in Q4 2024 and held it in 1 quarter. The position peaked at $459K in Q4 2024. 433 funds tracked by Wall St. Rank hold AVDE as of Q1 2025.

Adapt Wealth Advisors reported no remaining Avantis International Equity ETF position as of Q1 2025 after selling out during the quarter.
Adapt Wealth Advisors sold 7,472 Avantis International Equity ETF shares in Q1 2025, an estimated $459K.
Adapt Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2024 and held it in 1 quarter.
Adapt Wealth Advisors's Avantis International Equity ETF position peaked at $459K in Q4 2024.
433 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2025.

Based on Adapt Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.