FPI
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Financial Plan Inc’s Avantis International Equity ETF AVDE Stock Holding History

Financial Plan Inc’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 		$101M Buy
1,186,391
+51,177
+5% +$4.45M 10.79% 3
2025
Q4 		$93.5M Buy
+1,135,214
New +$91M 10.73% 3

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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 $424B AUM 22.96% 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 $445B AUM 25.58% 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 $8.18B AUM 28.28% 1-Year Est. Return

Financial Plan Inc's AVDE Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis International Equity ETF (AVDE) stake by 4.5% in Q1 2026, buying an estimated $4.45M and bringing the position to 1,186,391 shares worth $101M. The position accounts for 10.79% of the portfolio, ranked #3.

Financial Plan Inc first reported a position in AVDE in Q4 2025 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Financial Plan Inc held 1,186,391 shares of Avantis International Equity ETF worth $101M as of Q1 2026.
  • Financial Plan Inc bought 51,177 Avantis International Equity ETF shares in Q1 2026, an estimated $4.45M.
  • Avantis International Equity ETF made up 10.79% of Financial Plan Inc's portfolio in Q1 2026, its #3 holding.
  • Financial Plan Inc first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.