ICA Group Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

ICA Group Wealth 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 Q2	–	Sell	-91	Closed	-$5.8K	–	819
2024 Q1	$5.8K	Sell	91 -609	-87%	-$37.1K	﹤0.01%	1008
2023 Q4	$42.3K	Buy	+700	New	+$39.6K	0.01%	551
2023 Q3	–	Sell	-1,100	Closed	-$63.1K	–	301
2023 Q2	$63.1K	Sell	1,100 -328	-23%	-$18.9K	0.02%	443
2023 Q1	$81.4K	Hold	1,428	–	–	0.02%	378
2022 Q4	$76K	Buy	+1,428	New	+$72.7K	0.02%	420

Other funds holding AVDE

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

ICA Group Wealth Management's AVDE Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Avantis International Equity ETF (AVDE) in Q2 2024, closing a stake of 91 shares — an estimated $5.8K sold.

ICA Group Wealth Management first reported a position in AVDE in Q4 2022 and held it in 5 quarters. The position peaked at $81.4K in Q1 2023. 330 funds tracked by Wall St. Rank hold AVDE as of Q2 2024.

ICA Group Wealth Management reported no remaining Avantis International Equity ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 91 Avantis International Equity ETF shares in Q2 2024, an estimated $5.8K.
ICA Group Wealth Management first reported a position in Avantis International Equity ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Avantis International Equity ETF position peaked at $81.4K in Q1 2023.
330 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.