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

Wipfli 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
2022
Q3 		$82.5M Buy
1,807,780
+304,540
+20% +$15.5M 5.8% 4
2022
Q2 		$76.6M Buy
1,503,240
+148,611
+11% +$8.35M 8.33% 4
2022
Q1 		$81.7M Buy
1,354,629
+236,676
+21% +$14.4M 8.25% 5
2021
Q4 		$70.9M Buy
1,117,953
+124,776
+13% +$7.93M 8.13% 5
2021
Q3 		$62.1M Buy
993,177
+79,320
+9% +$5.07M 7.91% 5
2021
Q2 		$57.6M Buy
+913,857
New +$58.1M 8.14% 6

Other funds holding AVDE

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return

Wipfli Financial Advisors's AVDE Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Avantis International Equity ETF (AVDE) stake by 20% in Q3 2022, buying an estimated $15.5M and bringing the position to 1,807,780 shares worth $82.5M. The position accounts for 5.8% of the portfolio, ranked #4.

Wipfli Financial Advisors first reported a position in AVDE in Q2 2021 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold AVDE as of Q3 2022.

  • Wipfli Financial Advisors held 1,807,780 shares of Avantis International Equity ETF worth $82.5M as of Q3 2022.
  • Wipfli Financial Advisors bought 304,540 Avantis International Equity ETF shares in Q3 2022, an estimated $15.5M.
  • Avantis International Equity ETF made up 5.8% of Wipfli Financial Advisors's portfolio in Q3 2022, its #4 holding.
  • Wipfli Financial Advisors first reported a position in Avantis International Equity ETF in Q2 2021 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.