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Creekmur Asset Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Creekmur Asset Management’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-670
Closed -$43.6K – 798
2024
Q4 		$43.6K Sell
670
-299
-31% -$20.1K 0.01% 253
2024
Q3 		$68.5K Buy
969
+234
+32% +$15.7K 0.02% 193
2024
Q2 		$47.7K Buy
+735
New +$48.5K 0.01% 267

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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Creekmur Asset Management's AVDV Position: Q1 2025 in Review

Creekmur Asset Management sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2025, closing a stake of 670 shares — an estimated $43.6K sold.

Creekmur Asset Management first reported a position in AVDV in Q2 2024 and held it in 3 quarters. The position peaked at $68.5K in Q3 2024. 439 funds tracked by Wall St. Rank hold AVDV as of Q1 2025.

  • Creekmur Asset Management reported no remaining Avantis International Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 670 Avantis International Small Cap Value ETF shares in Q1 2025, an estimated $43.6K.
  • Creekmur Asset Management first reported a position in Avantis International Small Cap Value ETF in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Avantis International Small Cap Value ETF position peaked at $68.5K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.