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Guardian Wealth Advisors (North Carolina)’s Avantis International Equity ETF AVDE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-160
Closed -$9.96K – 454
2024
Q2 		$9.96K Hold
160
– – ﹤0.01% 371
2024
Q1 		$10.2K Hold
160
– – ﹤0.01% 387
2023
Q4 		$9.67K Buy
+160
New +$9.06K ﹤0.01% 382

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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s AVDE Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Avantis International Equity ETF (AVDE) in Q3 2024, closing a stake of 160 shares — an estimated $9.96K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AVDE in Q4 2023 and held it in 3 quarters. The position peaked at $10.2K in Q1 2024. 344 funds tracked by Wall St. Rank hold AVDE as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Avantis International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 160 Avantis International Equity ETF shares in Q3 2024, an estimated $9.96K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Avantis International Equity ETF in Q4 2023 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Avantis International Equity ETF position peaked at $10.2K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.