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

Lakeridge 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
2026 Q2	$6.31M	Sell	70,736 -7,141	-9%	-$640K	2.32%	10
2026 Q1	$6.61M	Buy	77,877 +2,753	+4%	+$239K	2.84%	7
2025 Q4	$6.18M	Sell	75,124 -1,024	-1%	-$82.1K	2.81%	8
2025 Q3	$6.01M	Sell	76,148 -694	-0.9%	-$52.9K	2.67%	10
2025 Q2	$5.69M	Buy	76,842 +11,929	+18%	+$834K	2.61%	10
2025 Q1	$4.3M	Buy	64,913 +3,620	+6%	+$235K	2.15%	12
2024 Q4	$3.76M	Buy	61,293 +18,606	+44%	+$1.19M	1.94%	14
2024 Q3	$2.86M	Buy	42,687 +10,425	+32%	+$670K	1.57%	16
2024 Q2	$2.01M	Buy	32,262 +6,404	+25%	+$406K	1.21%	18
2024 Q1	$1.65M	Buy	25,858 +4,209	+19%	+$256K	1.07%	21
2023 Q4	$1.31M	Buy	+21,649	New	+$1.23M	0.95%	22

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lakeridge Wealth Management's AVDE Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 9.2% in Q2 2026, selling an estimated $640K and leaving 70,736 shares worth $6.31M. The position accounts for 2.32% of the portfolio, ranked #10.

Lakeridge Wealth Management first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.61M in Q1 2026. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Lakeridge Wealth Management held 70,736 shares of Avantis International Equity ETF worth $6.31M as of Q2 2026.
Lakeridge Wealth Management sold 7,141 Avantis International Equity ETF shares in Q2 2026, an estimated $640K.
Avantis International Equity ETF made up 2.32% of Lakeridge Wealth Management's portfolio in Q2 2026, its #10 holding.
Lakeridge Wealth Management first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Avantis International Equity ETF position peaked at $6.61M in Q1 2026.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.