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Money Concepts Capital’s Avantis International Equity ETF AVDE Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-7
Closed -$372 – 634
2022
Q4 		$372 Buy
+7
New +$357 ﹤0.01% 3044

Other funds holding AVDE

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Money Concepts Capital's AVDE Position: Q1 2023 in Review

Money Concepts Capital sold out of Avantis International Equity ETF (AVDE) in Q1 2023, closing a stake of 7 shares — an estimated $372 sold.

Money Concepts Capital first reported a position in AVDE in Q4 2022 and held it in 1 quarter. The position peaked at $372 in Q4 2022. 223 funds tracked by Wall St. Rank hold AVDE as of Q1 2023.

  • Money Concepts Capital reported no remaining Avantis International Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 7 Avantis International Equity ETF shares in Q1 2023, an estimated $372.
  • Money Concepts Capital first reported a position in Avantis International Equity ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Avantis International Equity ETF position peaked at $372 in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.