Clark Wealth Partners
AVDE icon

Clark Wealth Partners’s Avantis International Equity ETF AVDE Stock Holding History

Clark Wealth Partners’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
2026
Q3 		$8.63M Buy
95,782
+2,964
+3% +$272K 4.48% 7
2026
Q2 		$8.28M Sell
92,818
-9,564
-9% -$858K 4.67% 7
2026
Q1 		$8.69M Buy
102,382
+22,522
+28% +$1.96M 5.83% 7
2025
Q4 		$6.57M Hold
79,860
– – 4% 8
2025
Q3 		$6.57M Buy
+79,860
New +$6.08M 4% 8

Other funds holding AVDE

American Century Companies
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Clark Wealth Partners's AVDE Position: Q3 2026 in Review

Clark Wealth Partners increased its Avantis International Equity ETF (AVDE) stake by 3.2% in Q3 2026, buying an estimated $272K and bringing the position to 95,782 shares worth $8.63M. The position accounts for 4.48% of the portfolio, ranked #7.

Clark Wealth Partners first reported a position in AVDE in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.69M in Q1 2026. 700 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Clark Wealth Partners held 95,782 shares of Avantis International Equity ETF worth $8.63M as of Q3 2026.
  • Clark Wealth Partners bought 2,964 Avantis International Equity ETF shares in Q3 2026, an estimated $272K.
  • Avantis International Equity ETF made up 4.48% of Clark Wealth Partners's portfolio in Q3 2026, its #7 holding.
  • Clark Wealth Partners first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Clark Wealth Partners's Avantis International Equity ETF position peaked at $8.69M in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.