Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Avantis Real Estate ETF AVRE Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		$8.11M Sell
2025
Q2 		$8.63M Buy
2025
Q1 		$8.26M Buy
2024
Q4 		$7.93M Buy
2024
Q3 		$8.77M Buy
2024
Q2 		$7.48M Buy
2024
Q1 		$7.05M Buy
2023
Q4 		$5.76M Buy
2023
Q3 		$360K Buy
2023
Q2 		$1K Buy