Align Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Align Wealth Management’s Portfolio AVRE Stock Details AVRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$86.5K	Buy	+2,218	New	+$89.9K	0.07%	44

Other funds holding AVRE

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Align Wealth Management's AVRE Position: Q4 2022 in Review

Align Wealth Management opened a new position in Avantis Real Estate ETF (AVRE) in Q4 2022: 2,218 shares worth $86.5K. The stake represents 0.07% of the portfolio and ranks #44 among its holdings.

50 funds tracked by Wall St. Rank hold AVRE as of Q4 2022.

Align Wealth Management held 2,218 shares of Avantis Real Estate ETF worth $86.5K as of Q4 2022.
Avantis Real Estate ETF was a new Align Wealth Management position in Q4 2022.
Avantis Real Estate ETF made up 0.07% of Align Wealth Management's portfolio in Q4 2022, its #44 holding.
50 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.