LWM Advisory Services’s Avantis International Equity ETF AVDE Stock Holding History

LWM Advisory Services’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	$712K	Buy	+7,987	New	+$716K	1.27%	22

Other funds holding AVDE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 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

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

LWM Advisory Services's AVDE Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Avantis International Equity ETF (AVDE) in Q2 2026: 7,987 shares worth $712K. The stake represents 1.27% of the portfolio and ranks #22 among its holdings.

454 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

LWM Advisory Services held 7,987 shares of Avantis International Equity ETF worth $712K as of Q2 2026.
Avantis International Equity ETF was a new LWM Advisory Services position in Q2 2026.
Avantis International Equity ETF made up 1.27% of LWM Advisory Services's portfolio in Q2 2026, its #22 holding.
454 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.