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Santori & Peters Inc’s Avantis International Equity ETF AVDE Stock Holding History

Santori & Peters Inc’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
2026
Q2 		$311K Buy
3,483
+1,119
+47% +$100K 0.09% 67
2026
Q1 		$201K Buy
+2,364
New +$205K 0.06% 77

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Santori & Peters Inc's AVDE Position: Q2 2026 in Review

Santori & Peters Inc increased its Avantis International Equity ETF (AVDE) stake by 47% in Q2 2026, buying an estimated $100K and bringing the position to 3,483 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #67.

Santori & Peters Inc first reported a position in AVDE in Q1 2026 and has held it in 2 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Santori & Peters Inc held 3,483 shares of Avantis International Equity ETF worth $311K as of Q2 2026.
  • Santori & Peters Inc bought 1,119 Avantis International Equity ETF shares in Q2 2026, an estimated $100K.
  • Avantis International Equity ETF made up 0.09% of Santori & Peters Inc's portfolio in Q2 2026, its #67 holding.
  • Santori & Peters Inc first reported a position in Avantis International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.