SXL
AVDE icon

Summit X LLC’s Avantis International Equity ETF AVDE Stock Holding History

Summit X LLC’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
Q4 		– Sell
-8,103
Closed -$451K – 191
2023
Q3 		$451K Buy
8,103
+1,915
+31% +$110K 0.14% 112
2023
Q2 		$355K Buy
+6,188
New +$357K 0.09% 192

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AAS
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RWM
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WP
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American Century Companies
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ORL
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Creative Planning
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Morgan Stanley
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit X LLC's AVDE Position: Q4 2023 in Review

Summit X LLC sold out of Avantis International Equity ETF (AVDE) in Q4 2023, closing a stake of 8,103 shares — an estimated $451K sold.

Summit X LLC first reported a position in AVDE in Q2 2023 and held it in 2 quarters. The position peaked at $451K in Q3 2023. 303 funds tracked by Wall St. Rank hold AVDE as of Q4 2023.

  • Summit X LLC reported no remaining Avantis International Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Summit X LLC sold 8,103 Avantis International Equity ETF shares in Q4 2023, an estimated $451K.
  • Summit X LLC first reported a position in Avantis International Equity ETF in Q2 2023 and held it in 2 quarters.
  • Summit X LLC's Avantis International Equity ETF position peaked at $451K in Q3 2023.
  • 303 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2023.

Based on Summit X LLC's 13F filing for Q4 2023, filed 8 Feb 2024.