LFA
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Level Financial Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Level Financial Advisors’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 		$2.89M Buy
32,381
+161
+0.5% +$14.4K 0.65% 33
2026
Q1 		$2.73M Buy
32,220
+965
+3% +$83.9K 0.7% 31
2025
Q4 		$2.57M Buy
31,255
+1,492
+5% +$120K 0.68% 30
2025
Q3 		$2.35M Sell
29,763
-648
-2% -$49.3K 0.66% 31
2025
Q2 		$2.25M Buy
30,411
+5,512
+22% +$385K 0.7% 31
2025
Q1 		$1.65M Buy
24,899
+2,247
+10% +$146K 0.56% 36
2024
Q4 		$1.39M Buy
22,652
+4,332
+24% +$277K 0.51% 35
2024
Q3 		$1.23M Buy
18,320
+1,315
+8% +$84.5K 0.47% 37
2024
Q2 		$1.06M Buy
17,005
+1,468
+9% +$93.2K 0.46% 37
2024
Q1 		$990K Sell
15,537
-261
-2% -$15.9K 0.45% 38
2023
Q4 		$955K Buy
15,798
+4,278
+37% +$242K 0.47% 32
2023
Q3 		$641K Buy
11,520
+3,155
+38% +$181K 0.36% 37
2023
Q2 		$480K Sell
8,365
-283
-3% -$16.3K 0.27% 39
2023
Q1 		$493K Buy
8,648
+349
+4% +$19.7K 0.3% 37
2022
Q4 		$441K Buy
8,299
+1,925
+30% +$98K 0.29% 37
2022
Q3 		$291K Buy
6,374
+1,210
+23% +$61.6K 0.21% 42
2022
Q2 		$263K Buy
5,164
+3,879
+302% +$218K 0.19% 42
2022
Q1 		$78K Buy
1,285
+1,065
+484% +$65K 0.06% 68
2021
Q4 		$14K Buy
+220
New +$14K 0.01% 152

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Level Financial Advisors's AVDE Position: Q2 2026 in Review

Level Financial Advisors increased its Avantis International Equity ETF (AVDE) stake by 0.5% in Q2 2026, buying an estimated $14.4K and bringing the position to 32,381 shares worth $2.89M. The position accounts for 0.65% of the portfolio, ranked #33.

Level Financial Advisors first reported a position in AVDE in Q4 2021 and has held it in 19 quarters since. 729 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Level Financial Advisors held 32,381 shares of Avantis International Equity ETF worth $2.89M as of Q2 2026.
  • Level Financial Advisors bought 161 Avantis International Equity ETF shares in Q2 2026, an estimated $14.4K.
  • Avantis International Equity ETF made up 0.65% of Level Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Level Financial Advisors first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 729 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.