CIBC Private Wealth Group
AVDE icon

CIBC Private Wealth Group’s Avantis International Equity ETF AVDE Stock Holding History

CIBC Private Wealth 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
-495
Closed -$30.5K – 3093
2024
Q4 		$30.5K Buy
+495
New +$31.7K ﹤0.01% 1890

Other funds holding AVDE

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

CIBC Private Wealth Group's AVDE Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Avantis International Equity ETF (AVDE) in Q1 2025, closing a stake of 495 shares — an estimated $30.5K sold.

CIBC Private Wealth Group first reported a position in AVDE in Q4 2024 and held it in 1 quarter. The position peaked at $30.5K in Q4 2024. 433 funds tracked by Wall St. Rank hold AVDE as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Avantis International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 495 Avantis International Equity ETF shares in Q1 2025, an estimated $30.5K.
  • CIBC Private Wealth Group first reported a position in Avantis International Equity ETF in Q4 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Avantis International Equity ETF position peaked at $30.5K in Q4 2024.
  • 433 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.