WR Wealth Planners’s Avantis International Equity ETF AVDE Stock Holding History

WR Wealth Planners’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
2024 Q4	$16.2M	Buy	264,535 +16,966	+7%	+$1.09M	5.22%	4
2024 Q3	$16.6M	Buy	247,569 +52,759	+27%	+$3.39M	4.62%	4
2024 Q2	$12.1M	Sell	194,810 -7,227	-4%	-$459K	3.7%	5
2024 Q1	$12.9M	Sell	202,037 -2,152	-1%	-$131K	4%	5
2023 Q4	$12.3M	Sell	204,189 -188	-0.1%	-$10.6K	4.59%	5
2023 Q3	$11.4M	Buy	204,377 +121	+0.1%	+$6.95K	4.33%	4
2023 Q2	$11.7M	Buy	204,256 +16,103	+9%	+$930K	4.54%	3
2023 Q1	$10.7M	Buy	188,153 +103,550	+122%	+$5.83M	4.64%	3
2022 Q4	$4.5M	Buy	84,603 +84,553	+169,106%	+$4.31M	2.77%	11
2022 Q3	$2.28K	Sell	50 -156	-76%	-$7.94K	﹤0.01%	382
2022 Q2	$10.5K	Sell	206 -336	-62%	-$18.9K	0.01%	279
2022 Q1	$32.7K	Buy	+542	New	+$33.1K	0.02%	197

Other funds holding AVDE

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's AVDE Position: Q4 2024 in Review

WR Wealth Planners increased its Avantis International Equity ETF (AVDE) stake by 6.9% in Q4 2024, buying an estimated $1.09M and bringing the position to 264,535 shares worth $16.2M. The position accounts for 5.22% of the portfolio, ranked #4.

WR Wealth Planners first reported a position in AVDE in Q1 2022 and has held it in 12 quarters since. The position peaked at $16.6M in Q3 2024. 414 funds tracked by Wall St. Rank hold AVDE as of Q4 2024.

WR Wealth Planners held 264,535 shares of Avantis International Equity ETF worth $16.2M as of Q4 2024.
WR Wealth Planners bought 16,966 Avantis International Equity ETF shares in Q4 2024, an estimated $1.09M.
Avantis International Equity ETF made up 5.22% of WR Wealth Planners's portfolio in Q4 2024, its #4 holding.
WR Wealth Planners first reported a position in Avantis International Equity ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Avantis International Equity ETF position peaked at $16.6M in Q3 2024.
414 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.