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Aspire Private Capital’s Avantis International Equity ETF AVDE Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-34
Closed -$2.28K – 198
2024
Q3 		$2.28K Hold
34
– – ﹤0.01% 538
2024
Q2 		$2.12K Hold
34
– – ﹤0.01% 551
2024
Q1 		$2.17K Buy
+34
New +$2.07K ﹤0.01% 573

Other funds holding AVDE

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspire Private Capital's AVDE Position: Q4 2024 in Review

Aspire Private Capital sold out of Avantis International Equity ETF (AVDE) in Q4 2024, closing a stake of 34 shares — an estimated $2.28K sold.

Aspire Private Capital first reported a position in AVDE in Q1 2024 and held it in 3 quarters. The position peaked at $2.28K in Q3 2024. 413 funds tracked by Wall St. Rank hold AVDE as of Q4 2024.

  • Aspire Private Capital reported no remaining Avantis International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 34 Avantis International Equity ETF shares in Q4 2024, an estimated $2.28K.
  • Aspire Private Capital first reported a position in Avantis International Equity ETF in Q1 2024 and held it in 3 quarters.
  • Aspire Private Capital's Avantis International Equity ETF position peaked at $2.28K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.