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

Janiczek 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	$40M	Buy	642,399 +184,747	+40%	+$11.7M	8.38%	2
2024 Q1	$29.2M	Buy	457,652 +21,526	+5%	+$1.31M	6.21%	5
2023 Q4	$26.4M	Sell	436,126 -4,565	-1%	-$259K	6.36%	4
2023 Q3	$24.5M	Buy	440,691 +7,544	+2%	+$434K	6.46%	4
2023 Q2	$24.9M	Buy	433,147 +2,177	+0.5%	+$126K	6.84%	4
2023 Q1	$25.2M	Buy	430,970 +223,623	+108%	+$12.6M	7.15%	4
2022 Q4	$11.7M	Buy	207,347 +6,976	+3%	+$355K	3.3%	11
2022 Q3	$9.27M	Buy	200,371 +4,878	+2%	+$248K	3.02%	11
2022 Q2	$10.5M	Sell	195,493 -4,754	-2%	-$267K	3.11%	11
2022 Q1	$12.1M	Buy	+200,247	New	+$12.2M	3.34%	11

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

Janiczek Wealth Management's AVDE Position: Q2 2024 in Review

Janiczek Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 40% in Q2 2024, buying an estimated $11.7M and bringing the position to 642,399 shares worth $40M. The position accounts for 8.38% of the portfolio, ranked #2.

Janiczek Wealth Management first reported a position in AVDE in Q1 2022 and has held it in 10 quarters since. 330 funds tracked by Wall St. Rank hold AVDE as of Q2 2024.

Janiczek Wealth Management held 642,399 shares of Avantis International Equity ETF worth $40M as of Q2 2024.
Janiczek Wealth Management bought 184,747 Avantis International Equity ETF shares in Q2 2024, an estimated $11.7M.
Avantis International Equity ETF made up 8.38% of Janiczek Wealth Management's portfolio in Q2 2024, its #2 holding.
Janiczek Wealth Management first reported a position in Avantis International Equity ETF in Q1 2022 and has held it in 10 quarters since.
330 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.