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

Wealth Enhancement Advisory Services

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return