CPFP
AVDE icon

Clear Perspectives Financial Planning’s Avantis International Equity ETF AVDE Stock Holding History

Clear Perspectives Financial Planning’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 		$217K Buy
+3,800
New +$214K 0.12% 38

Other funds holding AVDE

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
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

Clear Perspectives Financial Planning's AVDE Position: Q1 2023 in Review

Clear Perspectives Financial Planning opened a new position in Avantis International Equity ETF (AVDE) in Q1 2023: 3,800 shares worth $217K. The stake represents 0.12% of the portfolio and ranks #38 among its holdings.

222 funds tracked by Wall St. Rank hold AVDE as of Q1 2023.

  • Clear Perspectives Financial Planning held 3,800 shares of Avantis International Equity ETF worth $217K as of Q1 2023.
  • Avantis International Equity ETF was a new Clear Perspectives Financial Planning position in Q1 2023.
  • Avantis International Equity ETF made up 0.12% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #38 holding.
  • 222 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.