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

Soundmark 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
2024
Q2 		– Sell
-7,358
Closed -$469K – 3
2024
Q1 		$469K Hold
7,358
– – 0.21% 49
2023
Q4 		$445K Buy
+7,358
New +$417K 0.22% 49

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Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Soundmark Wealth Management's AVDE Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Avantis International Equity ETF (AVDE) in Q2 2024, closing a stake of 7,358 shares — an estimated $469K sold.

Soundmark Wealth Management first reported a position in AVDE in Q4 2023 and held it in 2 quarters. The position peaked at $469K in Q1 2024. 331 funds tracked by Wall St. Rank hold AVDE as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Avantis International Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 7,358 Avantis International Equity ETF shares in Q2 2024, an estimated $469K.
  • Soundmark Wealth Management first reported a position in Avantis International Equity ETF in Q4 2023 and held it in 2 quarters.
  • Soundmark Wealth Management's Avantis International Equity ETF position peaked at $469K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.