COWA LLC’s Avantis Real Estate ETF AVRE Stock Holding History

COWA 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
2022 Q4	–	Sell	-200	Closed	-$8K	–	140
2022 Q3	$8K	Buy	+200	New	+$9.05K	0.01%	301

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 $906M AUM 20.13% 1-Year Est. Return

BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 $871M AUM 16.29% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

COWA LLC's AVRE Position: Q4 2022 in Review

COWA LLC sold out of Avantis Real Estate ETF (AVRE) in Q4 2022, closing a stake of 200 shares — an estimated $8K sold.

COWA LLC first reported a position in AVRE in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 50 funds tracked by Wall St. Rank hold AVRE as of Q4 2022.

COWA LLC reported no remaining Avantis Real Estate ETF position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 200 Avantis Real Estate ETF shares in Q4 2022, an estimated $8K.
COWA LLC first reported a position in Avantis Real Estate ETF in Q3 2022 and held it in 1 quarter.
COWA LLC's Avantis Real Estate ETF position peaked at $8K in Q3 2022.
50 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.