LAM Group
AVDE icon

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
Q3 		$2.29M Buy
25,450
+785
+3% +$72.2K 1.15% 29
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 $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

LAM Group's AVDE Position: Q3 2026 in Review

LAM Group increased its Avantis International Equity ETF (AVDE) stake by 3.2% in Q3 2026, buying an estimated $72.2K and bringing the position to 25,450 shares worth $2.29M. The position accounts for 1.15% of the portfolio, ranked #29.

LAM Group first reported a position in AVDE in Q4 2022 and has held it in 16 quarters since. 347 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • LAM Group held 25,450 shares of Avantis International Equity ETF worth $2.29M as of Q3 2026.
  • LAM Group bought 785 Avantis International Equity ETF shares in Q3 2026, an estimated $72.2K.
  • Avantis International Equity ETF made up 1.15% of LAM Group's portfolio in Q3 2026, its #29 holding.
  • LAM Group first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 347 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.