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BWM Planning’s Avantis Real Estate ETF AVRE Stock Holding History

BWM Planning’s Portfolio AVRE Stock Details AVRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$369K Sell
8,367
-4,330
-34% -$191K 0.13% 63
2025
Q1 		$546K Hold
12,697
– – 0.23% 53
2024
Q4 		$532K Hold
12,697
– – 0.23% 56
2024
Q3 		$599K Buy
+12,697
New +$599K 0.27% 55