M Wealth Management LLC’s Avantis International Equity ETF AVDE Stock Holding History

M Wealth Management LLC’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
2025 Q1	–	Sell	-3,399	Closed	-$209K	–	47
2024 Q4	$209K	Buy	+3,399	New	+$218K	0.19%	44

Other funds holding AVDE

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AAS

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

RWM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ORL

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

M Wealth Management LLC's AVDE Position: Q1 2025 in Review

M Wealth Management LLC sold out of Avantis International Equity ETF (AVDE) in Q1 2025, closing a stake of 3,399 shares — an estimated $209K sold.

M Wealth Management LLC first reported a position in AVDE in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 433 funds tracked by Wall St. Rank hold AVDE as of Q1 2025.

M Wealth Management LLC reported no remaining Avantis International Equity ETF position as of Q1 2025 after selling out during the quarter.
M Wealth Management LLC sold 3,399 Avantis International Equity ETF shares in Q1 2025, an estimated $209K.
M Wealth Management LLC first reported a position in Avantis International Equity ETF in Q4 2024 and held it in 1 quarter.
M Wealth Management LLC's Avantis International Equity ETF position peaked at $209K in Q4 2024.
433 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2025.

Based on M Wealth Management LLC's 13F filing for Q1 2025, filed 15 May 2025.