BFG
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Bleakley Financial Group’s Avantis International Equity ETF AVDE Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-3,557
Closed -$218K – 545
2024
Q4 		$218K Buy
+3,557
New +$228K 0.01% 922

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AAS
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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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Bleakley Financial Group's AVDE Position: Q1 2025 in Review

Bleakley Financial Group sold out of Avantis International Equity ETF (AVDE) in Q1 2025, closing a stake of 3,557 shares — an estimated $218K sold.

Bleakley Financial Group first reported a position in AVDE in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 434 funds tracked by Wall St. Rank hold AVDE as of Q1 2025.

  • Bleakley Financial Group reported no remaining Avantis International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,557 Avantis International Equity ETF shares in Q1 2025, an estimated $218K.
  • Bleakley Financial Group first reported a position in Avantis International Equity ETF in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Avantis International Equity ETF position peaked at $218K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.