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

Comprehensive 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
2026 Q2	$247K	Buy	2,769 +356	+15%	+$31.9K	0.13%	111
2026 Q1	$205K	Buy	2,413 +1,170	+94%	+$102K	0.14%	99
2025 Q4	$102K	Buy	1,243 +29	+2%	+$2.33K	0.07%	130
2025 Q3	$95.8K	Buy	1,214 +12	+1%	+$914	0.07%	134
2025 Q2	$89K	Buy	1,202 +33	+3%	+$2.31K	0.07%	131
2025 Q1	$77.5K	Buy	1,169 +8	+0.7%	+$520	0.08%	115
2024 Q4	$71.2K	Buy	+1,161	New	+$74.3K	0.06%	139

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Comprehensive Financial Planning's AVDE Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Avantis International Equity ETF (AVDE) stake by 15% in Q2 2026, buying an estimated $31.9K and bringing the position to 2,769 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #111.

Comprehensive Financial Planning first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Comprehensive Financial Planning held 2,769 shares of Avantis International Equity ETF worth $247K as of Q2 2026.
Comprehensive Financial Planning bought 356 Avantis International Equity ETF shares in Q2 2026, an estimated $31.9K.
Avantis International Equity ETF made up 0.13% of Comprehensive Financial Planning's portfolio in Q2 2026, its #111 holding.
Comprehensive Financial Planning first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.