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Citizens & Northern Corp’s Avantis Real Estate ETF AVRE Stock Holding History

Citizens & Northern Corp’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
2024
Q3 		– Sell
-32,777
Closed -$1.35M – 127
2024
Q2 		$1.35M Buy
+32,777
New +$1.34M 0.42% 57

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Citizens & Northern Corp's AVRE Position: Q3 2024 in Review

Citizens & Northern Corp sold out of Avantis Real Estate ETF (AVRE) in Q3 2024, closing a stake of 32,777 shares — an estimated $1.35M sold.

Citizens & Northern Corp first reported a position in AVRE in Q2 2024 and held it in 1 quarter. The position peaked at $1.35M in Q2 2024. 110 funds tracked by Wall St. Rank hold AVRE as of Q3 2024.

  • Citizens & Northern Corp reported no remaining Avantis Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Citizens & Northern Corp sold 32,777 Avantis Real Estate ETF shares in Q3 2024, an estimated $1.35M.
  • Citizens & Northern Corp first reported a position in Avantis Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Citizens & Northern Corp's Avantis Real Estate ETF position peaked at $1.35M in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2024.

Based on Citizens & Northern Corp's 13F filing for Q3 2024, filed 4 Nov 2024.