Triad Financial Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Triad Financial Advisors’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 Q3	$690K	Hold	12,404	–	–	0.24%	41
2023 Q2	$712K	Sell	12,404 -1,164	-9%	-$67.2K	0.29%	38
2023 Q1	$774K	Sell	13,568 -1,962	-13%	-$111K	0.34%	37
2022 Q4	$826K	Sell	15,530 -2,898	-16%	-$148K	0.37%	38
2022 Q3	$841K	Sell	18,428 -11,563	-39%	-$588K	0.46%	29
2022 Q2	$1.53M	Sell	29,991 -3,041	-9%	-$171K	0.85%	17
2022 Q1	$1.99M	Buy	33,032 +18,542	+128%	+$1.13M	1.07%	13
2021 Q4	$919K	Buy	+14,490	New	+$921K	0.55%	30

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WWP

Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Triad Financial Advisors's AVDE Position: Q3 2023 in Review

Triad Financial Advisors held its Avantis International Equity ETF (AVDE) position steady in Q3 2023 at 12,404 shares worth $690K. The position accounts for 0.24% of the portfolio, ranked #41.

Triad Financial Advisors first reported a position in AVDE in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.99M in Q1 2022. 242 funds tracked by Wall St. Rank hold AVDE as of Q3 2023.

Triad Financial Advisors held 12,404 shares of Avantis International Equity ETF worth $690K as of Q3 2023.
Triad Financial Advisors left its Avantis International Equity ETF share count unchanged in Q3 2023.
Avantis International Equity ETF made up 0.24% of Triad Financial Advisors's portfolio in Q3 2023, its #41 holding.
Triad Financial Advisors first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Avantis International Equity ETF position peaked at $1.99M in Q1 2022.
242 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.