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

Aprio 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
2026 Q1	$555K	Buy	6,547 +272	+4%	+$23.6K	0.03%	322
2025 Q4	$517K	Buy	6,275 +10	+0.2%	+$802	0.03%	313
2025 Q3	$494K	Hold	6,265	–	–	0.05%	220
2025 Q2	$464K	Buy	6,265 +25	+0.4%	+$1.75K	0.05%	202
2025 Q1	$414K	Hold	6,240	–	–	0.05%	205
2024 Q4	$383K	Buy	6,240 +30	+0.5%	+$1.92K	0.06%	168
2024 Q3	$416K	Buy	6,210 +170	+3%	+$10.9K	0.07%	142
2024 Q2	$376K	Buy	6,040 +190	+3%	+$12.1K	0.07%	135
2024 Q1	$373K	Hold	5,850	–	–	0.07%	124
2023 Q4	$354K	Hold	5,850	–	–	0.08%	117
2023 Q3	$326K	Buy	5,850 +100	+2%	+$5.75K	0.09%	111
2023 Q2	$330K	Buy	5,750 +10	+0.2%	+$577	0.09%	101
2023 Q1	$327K	Buy	5,740 +1,240	+28%	+$69.9K	0.1%	92
2022 Q4	$239K	Buy	+4,500	New	+$229K	0.08%	103
2022 Q2	–	Sell	-3,415	Closed	-$206K	–	100
2022 Q1	$206K	Hold	3,415	–	–	0.08%	83
2021 Q4	$216K	Hold	3,415	–	–	0.09%	67
2021 Q3	$213K	Buy	+3,415	New	+$218K	0.1%	68

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Aprio Wealth Management's AVDE Position: Q1 2026 in Review

Aprio Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 4.3% in Q1 2026, buying an estimated $23.6K and bringing the position to 6,547 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #322.

Aprio Wealth Management first reported a position in AVDE in Q3 2021 and has held it in 17 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Aprio Wealth Management held 6,547 shares of Avantis International Equity ETF worth $555K as of Q1 2026.
Aprio Wealth Management bought 272 Avantis International Equity ETF shares in Q1 2026, an estimated $23.6K.
Avantis International Equity ETF made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #322 holding.
Aprio Wealth Management first reported a position in Avantis International Equity ETF in Q3 2021 and has held it in 17 quarters since.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.