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Atria Wealth Solutions’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Atria Wealth Solutions’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.22M Sell
15,375
-832
-5% -$61.5K 0.03% 571
2025
Q1 		$1.13M Buy
+16,207
New +$1.1M 0.01% 833
2024
Q4 		– Sell
-2,972
Closed -$210K – 1974
2024
Q3 		$210K Buy
+2,972
New +$200K ﹤0.01% 1761
2024
Q2 		– Sell
-4,147
Closed -$273K – 1932
2024
Q1 		$273K Sell
4,147
-983
-19% -$61.3K ﹤0.01% 1618
2023
Q4 		$321K Sell
5,130
-4
-0.1% -$233 ﹤0.01% 1450
2023
Q3 		$297K Buy
+5,134
New +$303K ﹤0.01% 1423

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Avantis International Small Cap Value ETF (AVDV) stake by 5.1% in Q2 2025, selling an estimated $61.5K and leaving 15,375 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #571.

Atria Wealth Solutions first reported a position in AVDV in Q3 2023 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold AVDV as of Q2 2025.

  • Atria Wealth Solutions held 15,375 shares of Avantis International Small Cap Value ETF worth $1.22M as of Q2 2025.
  • Atria Wealth Solutions sold 832 Avantis International Small Cap Value ETF shares in Q2 2025, an estimated $61.5K.
  • Avantis International Small Cap Value ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #571 holding.
  • Atria Wealth Solutions first reported a position in Avantis International Small Cap Value ETF in Q3 2023 and has held it in 6 quarters since.
  • 475 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2025.

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