WIM
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WealthPlan Investment Management’s Avantis International Equity ETF AVDE Stock Holding History

WealthPlan Investment 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
2025
Q3 		– Sell
-4,004
Closed -$296K – 336
2025
Q2 		$296K Buy
+4,004
New +$280K 0.02% 292

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VIA
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RWM
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Northwestern Mutual Wealth Management
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Bank of America
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PNC Financial Services Group
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WealthPlan Investment Management's AVDE Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Avantis International Equity ETF (AVDE) in Q3 2025, closing a stake of 4,004 shares — an estimated $296K sold.

WealthPlan Investment Management first reported a position in AVDE in Q2 2025 and held it in 1 quarter. The position peaked at $296K in Q2 2025. 514 funds tracked by Wall St. Rank hold AVDE as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Avantis International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,004 Avantis International Equity ETF shares in Q3 2025, an estimated $296K.
  • WealthPlan Investment Management first reported a position in Avantis International Equity ETF in Q2 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's Avantis International Equity ETF position peaked at $296K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.