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Safeguard Financial’s Avantis International Equity ETF AVDE Stock Holding History

Safeguard Financial’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
Q2 		– Sell
-3,721
Closed -$212K – 604
2023
Q1 		$212K Buy
+3,721
New +$210K 0.13% 65

Other funds holding AVDE

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Safeguard Financial's AVDE Position: Q2 2023 in Review

Safeguard Financial sold out of Avantis International Equity ETF (AVDE) in Q2 2023, closing a stake of 3,721 shares — an estimated $212K sold.

Safeguard Financial first reported a position in AVDE in Q1 2023 and held it in 1 quarter. The position peaked at $212K in Q1 2023. 232 funds tracked by Wall St. Rank hold AVDE as of Q2 2023.

  • Safeguard Financial reported no remaining Avantis International Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Safeguard Financial sold 3,721 Avantis International Equity ETF shares in Q2 2023, an estimated $212K.
  • Safeguard Financial first reported a position in Avantis International Equity ETF in Q1 2023 and held it in 1 quarter.
  • Safeguard Financial's Avantis International Equity ETF position peaked at $212K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2023.

Based on Safeguard Financial's 13F filing for Q2 2023, filed 7 Aug 2023.