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Cornerstone Planning Group’s Avantis International Equity ETF AVDE Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-8
Closed -$537 – 1538
2025
Q1 		$537 Buy
+8
New +$520 ﹤0.01% 1277

Other funds holding AVDE

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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's AVDE Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Avantis International Equity ETF (AVDE) in Q2 2025, closing a stake of 8 shares — an estimated $537 sold.

Cornerstone Planning Group first reported a position in AVDE in Q1 2025 and held it in 1 quarter. The position peaked at $537 in Q1 2025. 498 funds tracked by Wall St. Rank hold AVDE as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Avantis International Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Avantis International Equity ETF shares in Q2 2025, an estimated $537.
  • Cornerstone Planning Group first reported a position in Avantis International Equity ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Avantis International Equity ETF position peaked at $537 in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.