EWA
AVDE icon

Elevate Wealth Advisory’s Avantis International Equity ETF AVDE Stock Holding History

Elevate Wealth Advisory’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
Q1 		$19K Hold
224
– – 0.01% 110
2025
Q4 		$18.4K Sell
224
-1
-0.4% -$80 0.01% 105
2025
Q3 		$17.8K Buy
225
+4
+2% +$305 0.01% 105
2025
Q2 		$16.4K Sell
221
-382
-63% -$26.7K 0.01% 119
2025
Q1 		$40K Hold
603
– – 0.03% 103
2024
Q4 		$37K Buy
603
+28
+5% +$1.79K 0.03% 94
2024
Q3 		$38.5K Buy
575
+5
+0.9% +$321 0.03% 96
2024
Q2 		$35.5K Buy
570
+19
+3% +$1.21K 0.03% 89
2024
Q1 		$35.1K Sell
551
-4
-0.7% -$243 0.03% 86
2023
Q4 		$33.5K Buy
+555
New +$31.4K 0.03% 88

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return