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Wealthspire Advisors (New York)’s Avantis International Equity ETF AVDE Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-79
Closed -$6.23K – 1180
2025
Q3 		$6.23K Buy
+79
New +$6.02K ﹤0.01% 2244

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Wealth Enhancement Advisory Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVDE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Avantis International Equity ETF (AVDE) in Q4 2025, closing a stake of 79 shares — an estimated $6.23K sold.

Wealthspire Advisors (New York) first reported a position in AVDE in Q3 2025 and held it in 1 quarter. The position peaked at $6.23K in Q3 2025. 612 funds tracked by Wall St. Rank hold AVDE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Avantis International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 79 Avantis International Equity ETF shares in Q4 2025, an estimated $6.23K.
  • Wealthspire Advisors (New York) first reported a position in Avantis International Equity ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Avantis International Equity ETF position peaked at $6.23K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.