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

Align 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
2022 Q4	$928K	Buy	+20,341	New	+$1.04M	0.78%	14

Other funds holding AVDE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

RWM

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

WWP

Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Align Wealth Management's AVDE Position: Q4 2022 in Review

Align Wealth Management opened a new position in Avantis International Equity ETF (AVDE) in Q4 2022: 20,341 shares worth $928K. The stake represents 0.78% of the portfolio and ranks #14 among its holdings.

202 funds tracked by Wall St. Rank hold AVDE as of Q4 2022.

Align Wealth Management held 20,341 shares of Avantis International Equity ETF worth $928K as of Q4 2022.
Avantis International Equity ETF was a new Align Wealth Management position in Q4 2022.
Avantis International Equity ETF made up 0.78% of Align Wealth Management's portfolio in Q4 2022, its #14 holding.
202 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.