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Encompass More Asset Management’s Avantis International Equity ETF AVDE Stock Holding History

Encompass More Asset Management’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
2024
Q4 		– Sell
-3,936
Closed -$264K – 191
2024
Q3 		$264K Sell
3,936
-1,003
-20% -$64.5K 0.1% 152
2024
Q2 		$308K Sell
4,939
-102
-2% -$6.47K 0.22% 71
2024
Q1 		$321K Sell
5,041
-1,829
-27% -$111K 0.27% 65
2023
Q4 		$415K Buy
+6,870
New +$389K 0.47% 56

Other funds holding AVDE

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Encompass More Asset Management's AVDE Position: Q4 2024 in Review

Encompass More Asset Management sold out of Avantis International Equity ETF (AVDE) in Q4 2024, closing a stake of 3,936 shares — an estimated $264K sold.

Encompass More Asset Management first reported a position in AVDE in Q4 2023 and held it in 4 quarters. The position peaked at $415K in Q4 2023. 413 funds tracked by Wall St. Rank hold AVDE as of Q4 2024.

  • Encompass More Asset Management reported no remaining Avantis International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 3,936 Avantis International Equity ETF shares in Q4 2024, an estimated $264K.
  • Encompass More Asset Management first reported a position in Avantis International Equity ETF in Q4 2023 and held it in 4 quarters.
  • Encompass More Asset Management's Avantis International Equity ETF position peaked at $415K in Q4 2023.
  • 413 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2024.

Based on Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.