Triad Wealth Partners’s Avantis International Equity ETF AVDE Stock Holding History

Triad Wealth Partners’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	$347K	Sell	3,794 -76	-2%	-$6.82K	0.02%	405
2026 Q1	$328K	Buy	3,870 +430	+13%	+$37.4K	0.03%	373
2025 Q4	$283K	Sell	3,440 -24	-0.7%	-$1.93K	0.03%	397
2025 Q3	$273K	Buy	+3,464	New	+$264K	0.04%	312
2025 Q2	–	Sell	-3,094	Closed	-$205K	–	290
2025 Q1	$205K	Buy	+3,094	New	+$201K	0.06%	208
2024 Q3	–	Sell	-200	Closed	-$12.5K	–	108
2024 Q2	$12.5K	Buy	+200	New	+$12.7K	0.01%	424

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Triad Wealth Partners's AVDE Position: Q2 2026 in Review

Triad Wealth Partners reduced its Avantis International Equity ETF (AVDE) stake by 2% in Q2 2026, selling an estimated $6.82K and leaving 3,794 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #405.

Triad Wealth Partners first reported a position in AVDE in Q2 2024 and has held it in 6 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Triad Wealth Partners held 3,794 shares of Avantis International Equity ETF worth $347K as of Q2 2026.
Triad Wealth Partners sold 76 Avantis International Equity ETF shares in Q2 2026, an estimated $6.82K.
Avantis International Equity ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #405 holding.
Triad Wealth Partners first reported a position in Avantis International Equity ETF in Q2 2024 and has held it in 6 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.