BSW
AVDE icon

Buckingham Strategic Wealth’s Avantis International Equity ETF AVDE Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$7.5M Buy
120,514
+11,727
+11% +$744K 0.08% 112
2024
Q1 		$6.93M Sell
108,787
-10
-0% -$608 0.07% 122
2023
Q4 		$6.57M Sell
108,797
-6,856
-6% -$388K 0.08% 123
2023
Q3 		$6.44M Buy
115,653
+8,612
+8% +$495K 0.09% 112
2023
Q2 		$6.14M Buy
107,041
+70,301
+191% +$4.06M 0.09% 117
2023
Q1 		$1.95M Hold
36,740
– – 0.04% 182
2022
Q4 		$1.95M Buy
36,740
+26,098
+245% +$1.33M 0.04% 182
2022
Q3 		$485K Buy
+10,642
New +$541K 0.01% 378

Other funds holding AVDE

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
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 $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Buckingham Strategic Wealth's AVDE Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Avantis International Equity ETF (AVDE) stake by 11% in Q2 2024, buying an estimated $744K and bringing the position to 120,514 shares worth $7.5M. The position accounts for 0.08% of the portfolio, ranked #112.

Buckingham Strategic Wealth first reported a position in AVDE in Q3 2022 and has held it in 8 quarters since. 330 funds tracked by Wall St. Rank hold AVDE as of Q2 2024.

  • Buckingham Strategic Wealth held 120,514 shares of Avantis International Equity ETF worth $7.5M as of Q2 2024.
  • Buckingham Strategic Wealth bought 11,727 Avantis International Equity ETF shares in Q2 2024, an estimated $744K.
  • Avantis International Equity ETF made up 0.08% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #112 holding.
  • Buckingham Strategic Wealth first reported a position in Avantis International Equity ETF in Q3 2022 and has held it in 8 quarters since.
  • 330 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.