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LAM Group’s Avantis International Equity ETF AVDE Stock Holding History

LAM Group’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 		$2.2M Buy
24,665
+2,115
+9% +$190K 1.09% 30
2026
Q1 		$1.91M Sell
22,550
-1,155
-5% -$100K 1.05% 29
2025
Q4 		$1.95M Buy
23,705
+2,230
+10% +$179K 1.12% 26
2025
Q3 		$1.69M Buy
21,475
+205
+1% +$15.6K 1.05% 26
2025
Q2 		$1.57M Buy
21,270
+365
+2% +$25.5K 1.05% 26
2025
Q1 		$1.39M Sell
20,905
-750
-3% -$48.8K 1.02% 28
2024
Q4 		$1.33M Sell
21,655
-5,225
-19% -$334K 0.95% 29
2024
Q3 		$1.8M Buy
26,880
+6,025
+29% +$387K 1.28% 27
2024
Q2 		$1.3M Buy
20,855
+1,275
+7% +$80.9K 1.09% 26
2024
Q1 		$1.25M Buy
19,580
+490
+3% +$29.8K 1.02% 28
2023
Q4 		$1.15M Sell
19,090
-5,330
-22% -$302K 1.05% 24
2023
Q3 		$1.36M Sell
24,420
-75
-0.3% -$4.31K 1.33% 23
2023
Q2 		$1.41M Sell
24,495
-365
-1% -$21.1K 1.31% 23
2023
Q1 		$1.42M Sell
24,860
-395
-2% -$22.3K 1.39% 24
2022
Q4 		$1.34M Buy
+25,255
New +$1.29M 1.38% 24

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

LAM Group's AVDE Position: Q2 2026 in Review

LAM Group increased its Avantis International Equity ETF (AVDE) stake by 9.4% in Q2 2026, buying an estimated $190K and bringing the position to 24,665 shares worth $2.2M. The position accounts for 1.09% of the portfolio, ranked #30.

LAM Group first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 372 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • LAM Group held 24,665 shares of Avantis International Equity ETF worth $2.2M as of Q2 2026.
  • LAM Group bought 2,115 Avantis International Equity ETF shares in Q2 2026, an estimated $190K.
  • Avantis International Equity ETF made up 1.09% of LAM Group's portfolio in Q2 2026, its #30 holding.
  • LAM Group first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 372 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.