PWM
AVDE icon

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

Parkworth 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
2025
Q2 		$7.15M Buy
96,556
+3,206
+3% +$224K 5.16% 5
2025
Q1 		$6.19M Sell
93,350
-423
-0.5% -$27.5K 4.94% 5
2024
Q4 		$5.75M Buy
+93,773
New +$6M 4.79% 5

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 $69.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $94.2B AUM 21.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's AVDE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 3.4% in Q2 2025, buying an estimated $224K and bringing the position to 96,556 shares worth $7.15M. The position accounts for 5.16% of the portfolio, ranked #5.

Parkworth Wealth Management first reported a position in AVDE in Q4 2024 and has held it in 3 quarters since. 498 funds tracked by Wall St. Rank hold AVDE as of Q2 2025.

  • Parkworth Wealth Management held 96,556 shares of Avantis International Equity ETF worth $7.15M as of Q2 2025.
  • Parkworth Wealth Management bought 3,206 Avantis International Equity ETF shares in Q2 2025, an estimated $224K.
  • Avantis International Equity ETF made up 5.16% of Parkworth Wealth Management's portfolio in Q2 2025, its #5 holding.
  • Parkworth Wealth Management first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 498 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.