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KFI
Key Financial Inc’s
Avantis International Equity ETF
AVDE
Stock Holding History
Key Financial 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
$1.44K
Hold
17
–
–
﹤0.01%
1212
2025
Q4
$1.4K
Hold
17
–
–
﹤0.01%
1222
2025
Q3
$1.35K
Hold
17
–
–
﹤0.01%
1240
2025
Q2
$1.26K
Hold
17
–
–
﹤0.01%
1244
2025
Q1
$1.13K
Hold
17
–
–
﹤0.01%
1216
2024
Q4
$1.04K
Hold
17
–
–
﹤0.01%
1225
2024
Q3
$1.14K
Hold
17
–
–
﹤0.01%
1174
2024
Q2
$1.06K
Hold
17
–
–
﹤0.01%
1175
2024
Q1
$1.08K
Hold
17
–
–
﹤0.01%
1176
2023
Q4
$1.03K
Hold
17
–
–
﹤0.01%
1180
2023
Q3
$946
Hold
17
–
–
﹤0.01%
1202
2023
Q2
$976
Hold
17
–
–
﹤0.01%
1245
2023
Q1
$970
Hold
17
–
–
﹤0.01%
1038
2022
Q4
$776
Hold
17
–
–
﹤0.01%
1060
2022
Q3
$1K
Hold
17
–
–
﹤0.01%
1001
2022
Q2
$1K
Hold
17
–
–
﹤0.01%
984
2022
Q1
$1K
Buy
+17
New
+$1.04K
﹤0.01%
976
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30.22%
1-Year Est. Return
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35%
1-Year Est. Return
Corient Private Wealth
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$69.9B AUM
22.19%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Wealth Enhancement Advisory Services
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$45.5B AUM
21.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
MWM
Mission Wealth Management
Santa Barbara, California
$4.78B AUM
22.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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