Bridge Advisory’s Avantis International Equity ETF AVDE Stock Holding History

Bridge Advisory’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	-19,006	Closed	-$1.06M	–	111
2023 Q3	$1.06M	Buy	19,006 +429	+2%	+$24.7K	0.37%	62
2023 Q2	$1.07M	Buy	18,577 +728	+4%	+$42K	0.39%	55
2023 Q1	$1.02M	Sell	17,849 -580	-3%	-$32.7K	0.39%	55
2022 Q4	$980K	Buy	18,429 +2,834	+18%	+$144K	0.41%	57
2022 Q3	$711K	Buy	+15,595	New	+$793K	0.35%	64

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bridge Advisory's AVDE Position: Q4 2023 in Review

Bridge Advisory sold out of Avantis International Equity ETF (AVDE) in Q4 2023, closing a stake of 19,006 shares — an estimated $1.06M sold.

Bridge Advisory first reported a position in AVDE in Q3 2022 and held it in 5 quarters. The position peaked at $1.07M in Q2 2023. 303 funds tracked by Wall St. Rank hold AVDE as of Q4 2023.

Bridge Advisory reported no remaining Avantis International Equity ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 19,006 Avantis International Equity ETF shares in Q4 2023, an estimated $1.06M.
Bridge Advisory first reported a position in Avantis International Equity ETF in Q3 2022 and held it in 5 quarters.
Bridge Advisory's Avantis International Equity ETF position peaked at $1.07M in Q2 2023.
303 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.