AWS
AVDE icon

Atria Wealth Solutions’s Avantis International Equity ETF AVDE Stock Holding History

Atria Wealth Solutions’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
Q2 		$404K Buy
5,459
+1,003
+23% +$70.1K 0.01% 1015
2025
Q1 		$295K Buy
4,456
+645
+17% +$42K ﹤0.01% 1474
2024
Q4 		$234K Buy
+3,811
New +$244K ﹤0.01% 1713
2024
Q2 		– Sell
-3,538
Closed -$225K – 1931
2024
Q1 		$225K Buy
+3,538
New +$215K ﹤0.01% 1740

Other funds holding AVDE

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 $72.2B AUM 27.85% 1-Year Est. Return
American Century Companies
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's AVDE Position: Q2 2025 in Review

Atria Wealth Solutions increased its Avantis International Equity ETF (AVDE) stake by 23% in Q2 2025, buying an estimated $70.1K and bringing the position to 5,459 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1015.

Atria Wealth Solutions first reported a position in AVDE in Q1 2024 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold AVDE as of Q2 2025.

  • Atria Wealth Solutions held 5,459 shares of Avantis International Equity ETF worth $404K as of Q2 2025.
  • Atria Wealth Solutions bought 1,003 Avantis International Equity ETF shares in Q2 2025, an estimated $70.1K.
  • Avantis International Equity ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1015 holding.
  • Atria Wealth Solutions first reported a position in Avantis International Equity ETF in Q1 2024 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.