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Michael A Dubis Financial Planning’s Avantis International Equity ETF AVDE Stock Holding History

Michael A Dubis Financial Planning’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 		$230K Hold
3,470
– – 0.22% 43
2024
Q4 		$213K Buy
+3,470
New +$222K 0.21% 43

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Michael A Dubis Financial Planning's AVDE Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Avantis International Equity ETF (AVDE) position steady in Q1 2025 at 3,470 shares worth $230K. The position accounts for 0.22% of the portfolio, ranked #43.

Michael A Dubis Financial Planning first reported a position in AVDE in Q4 2024 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold AVDE as of Q1 2025.

  • Michael A Dubis Financial Planning held 3,470 shares of Avantis International Equity ETF worth $230K as of Q1 2025.
  • Michael A Dubis Financial Planning left its Avantis International Equity ETF share count unchanged in Q1 2025.
  • Avantis International Equity ETF made up 0.22% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #43 holding.
  • Michael A Dubis Financial Planning first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.