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Palo Alto Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Palo Alto Wealth Advisors’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
Q3 		$684K Buy
+8,490
New +$647K 0.2% 31

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VIA
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RWM
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Northwestern Mutual Wealth Management
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Bank of America
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Palo Alto Wealth Advisors's AVDE Position: Q3 2025 in Review

Palo Alto Wealth Advisors opened a new position in Avantis International Equity ETF (AVDE) in Q3 2025: 8,490 shares worth $684K. The stake represents 0.2% of the portfolio and ranks #31 among its holdings.

513 funds tracked by Wall St. Rank hold AVDE as of Q3 2025.

  • Palo Alto Wealth Advisors held 8,490 shares of Avantis International Equity ETF worth $684K as of Q3 2025.
  • Avantis International Equity ETF was a new Palo Alto Wealth Advisors position in Q3 2025.
  • Avantis International Equity ETF made up 0.2% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #31 holding.
  • 513 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.