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Arcadia Wealth Management (New York)’s Avantis Real Estate ETF AVRE Stock Holding History

Arcadia Wealth Management (New York)’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.32M Buy
52,427
+1,655
+3% +$73.1K 1.58% 16
2025
Q1 		$2.18M Buy
50,772
+2,048
+4% +$88.1K 1.7% 13
2024
Q4 		$2.04M Buy
+48,724
New +$2.04M 1.74% 13