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AVDE icon

Coquina Private Wealth LLC’s Avantis International Equity ETF AVDE Stock Holding History

Coquina Private Wealth LLC’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 		$1.24M Buy
13,885
+269
+2% +$24.1K 0.84% 23
2026
Q1 		$1.16M Buy
13,616
+131
+1% +$11.4K 0.93% 22
2025
Q4 		$1.11M Buy
+13,485
New +$1.08M 0.89% 24

Other funds holding AVDE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Coquina Private Wealth LLC's AVDE Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Avantis International Equity ETF (AVDE) stake by 2% in Q2 2026, buying an estimated $24.1K and bringing the position to 13,885 shares worth $1.24M. The position accounts for 0.84% of the portfolio, ranked #23.

Coquina Private Wealth LLC first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Coquina Private Wealth LLC held 13,885 shares of Avantis International Equity ETF worth $1.24M as of Q2 2026.
  • Coquina Private Wealth LLC bought 269 Avantis International Equity ETF shares in Q2 2026, an estimated $24.1K.
  • Avantis International Equity ETF made up 0.84% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #23 holding.
  • Coquina Private Wealth LLC first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.