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Altus Wealth Group’s Avantis International Equity ETF AVDE Stock Holding History

Altus Wealth Group’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
2024
Q1 		– Sell
-16,954
Closed -$1.02M – 141
2023
Q4 		$1.02M Buy
16,954
+724
+4% +$41K 0.57% 40
2023
Q3 		$903K Sell
16,230
-436
-3% -$25.1K 0.57% 41
2023
Q2 		$957K Sell
16,666
-128
-0.8% -$7.39K 0.59% 38
2023
Q1 		$958K Buy
16,794
+335
+2% +$18.9K 0.65% 38
2022
Q4 		$875K Buy
16,459
+90
+0.5% +$4.58K 0.66% 36
2022
Q3 		$1.02M Hold
16,369
– – 1.02% 24
2022
Q2 		$1.02M Sell
16,369
-768
-4% -$43.1K 1.02% 24
2022
Q1 		$1.03M Buy
17,137
+773
+5% +$47.2K 0.85% 26
2021
Q4 		$1.04M Sell
16,364
-5
-0% -$318 0.86% 26
2021
Q3 		$1.02M Buy
16,369
+27
+0.2% +$1.73K 1.02% 24
2021
Q2 		$1.03M Buy
16,342
+460
+3% +$29.3K 1.01% 24
2021
Q1 		$990K Buy
15,882
+2,258
+17% +$134K 0.98% 24
2020
Q4 		$779K Buy
+13,624
New +$724K 0.74% 26

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 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
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Altus Wealth Group's AVDE Position: Q1 2024 in Review

Altus Wealth Group sold out of Avantis International Equity ETF (AVDE) in Q1 2024, closing a stake of 16,954 shares — an estimated $1.02M sold.

Altus Wealth Group first reported a position in AVDE in Q4 2020 and held it in 13 quarters. The position peaked at $1.04M in Q4 2021. 318 funds tracked by Wall St. Rank hold AVDE as of Q1 2024.

  • Altus Wealth Group reported no remaining Avantis International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Altus Wealth Group sold 16,954 Avantis International Equity ETF shares in Q1 2024, an estimated $1.02M.
  • Altus Wealth Group first reported a position in Avantis International Equity ETF in Q4 2020 and held it in 13 quarters.
  • Altus Wealth Group's Avantis International Equity ETF position peaked at $1.04M in Q4 2021.
  • 318 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.