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Biltmore Family Office’s Avantis International Equity ETF AVDE Stock Holding History

Biltmore Family Office’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
2023
Q4 		– Sell
-1,424
Closed -$79.2K – 232
2023
Q3 		$79.2K Hold
1,424
– – 0.02% 192
2023
Q2 		$81.7K Hold
1,424
– – 0.02% 187
2023
Q1 		$81.2K Buy
+1,424
New +$80.2K 0.02% 230

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 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
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Biltmore Family Office's AVDE Position: Q4 2023 in Review

Biltmore Family Office sold out of Avantis International Equity ETF (AVDE) in Q4 2023, closing a stake of 1,424 shares — an estimated $79.2K sold.

Biltmore Family Office first reported a position in AVDE in Q1 2023 and held it in 3 quarters. The position peaked at $81.7K in Q2 2023. 303 funds tracked by Wall St. Rank hold AVDE as of Q4 2023.

  • Biltmore Family Office reported no remaining Avantis International Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Biltmore Family Office sold 1,424 Avantis International Equity ETF shares in Q4 2023, an estimated $79.2K.
  • Biltmore Family Office first reported a position in Avantis International Equity ETF in Q1 2023 and held it in 3 quarters.
  • Biltmore Family Office's Avantis International Equity ETF position peaked at $81.7K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2023.

Based on Biltmore Family Office's 13F filing for Q4 2023, filed 14 Feb 2024.