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Clearstead Trust’s Avantis International Equity ETF AVDE Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-117
Closed -$7.84K – 431
2024
Q3 		$7.84K Hold
117
– – ﹤0.01% 359
2024
Q2 		$7.29K Hold
117
– – ﹤0.01% 371
2024
Q1 		$7.46K Buy
+117
New +$7.12K ﹤0.01% 365

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
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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearstead Trust's AVDE Position: Q4 2024 in Review

Clearstead Trust sold out of Avantis International Equity ETF (AVDE) in Q4 2024, closing a stake of 117 shares — an estimated $7.84K sold.

Clearstead Trust first reported a position in AVDE in Q1 2024 and held it in 3 quarters. The position peaked at $7.84K in Q3 2024. 413 funds tracked by Wall St. Rank hold AVDE as of Q4 2024.

  • Clearstead Trust reported no remaining Avantis International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Clearstead Trust sold 117 Avantis International Equity ETF shares in Q4 2024, an estimated $7.84K.
  • Clearstead Trust first reported a position in Avantis International Equity ETF in Q1 2024 and held it in 3 quarters.
  • Clearstead Trust's Avantis International Equity ETF position peaked at $7.84K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2024.

Based on Clearstead Trust's 13F filing for Q4 2024, filed 10 Feb 2025.