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Johnson Financial Group Inc (Wisconsin)’s Avantis Real Estate ETF AVRE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-56
Closed -$2.64K – 847
2024
Q3 		$2.64K Buy
56
+8
+17% +$359 ﹤0.01% 849
2024
Q2 		$1.98K Buy
+48
New +$1.96K ﹤0.01% 667

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Johnson Financial Group Inc (Wisconsin)'s AVRE Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Avantis Real Estate ETF (AVRE) in Q4 2024, closing a stake of 56 shares — an estimated $2.64K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AVRE in Q2 2024 and held it in 2 quarters. The position peaked at $2.64K in Q3 2024. 121 funds tracked by Wall St. Rank hold AVRE as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Avantis Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 56 Avantis Real Estate ETF shares in Q4 2024, an estimated $2.64K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Avantis Real Estate ETF in Q2 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Avantis Real Estate ETF position peaked at $2.64K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.