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Park Square Financial Group’s Avantis International Equity ETF AVDE Stock Holding History

Park Square Financial Group’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 		– Sell
-8,252
Closed -$611K – 302
2025
Q2 		$611K Buy
8,252
+6,622
+406% +$463K 0.44% 42
2025
Q1 		$108K Buy
1,630
+383
+31% +$24.9K 0.09% 161
2024
Q4 		$76.5K Buy
+1,247
New +$79.8K 0.05% 218

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Park Square Financial Group's AVDE Position: Q3 2025 in Review

Park Square Financial Group sold out of Avantis International Equity ETF (AVDE) in Q3 2025, closing a stake of 8,252 shares — an estimated $611K sold.

Park Square Financial Group first reported a position in AVDE in Q4 2024 and held it in 3 quarters. The position peaked at $611K in Q2 2025. 513 funds tracked by Wall St. Rank hold AVDE as of Q3 2025.

  • Park Square Financial Group reported no remaining Avantis International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 8,252 Avantis International Equity ETF shares in Q3 2025, an estimated $611K.
  • Park Square Financial Group first reported a position in Avantis International Equity ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Avantis International Equity ETF position peaked at $611K in Q2 2025.
  • 513 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.