MSWM
AVDE icon

McGlone Suttner Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-134
Closed -$8.12K – 218
2023
Q4 		$8.12K Buy
+134
New +$7.59K ﹤0.01% 530

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

McGlone Suttner Wealth Management's AVDE Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Avantis International Equity ETF (AVDE) in Q1 2024, closing a stake of 134 shares — an estimated $8.12K sold.

McGlone Suttner Wealth Management first reported a position in AVDE in Q4 2023 and held it in 1 quarter. The position peaked at $8.12K in Q4 2023. 318 funds tracked by Wall St. Rank hold AVDE as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Avantis International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 134 Avantis International Equity ETF shares in Q1 2024, an estimated $8.12K.
  • McGlone Suttner Wealth Management first reported a position in Avantis International Equity ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Avantis International Equity ETF position peaked at $8.12K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.