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CLA (CliftonLarsonAllen) Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q1 		– Sell
-14,650
Closed -$779K – 187
2022
Q4 		$779K Buy
+14,650
New +$746K 0.03% 148

Other funds holding AVDE

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AVDE Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Avantis International Equity ETF (AVDE) in Q1 2023, closing a stake of 14,650 shares — an estimated $779K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AVDE in Q4 2022 and held it in 1 quarter. The position peaked at $779K in Q4 2022. 222 funds tracked by Wall St. Rank hold AVDE as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Avantis International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 14,650 Avantis International Equity ETF shares in Q1 2023, an estimated $779K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2022 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Avantis International Equity ETF position peaked at $779K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.