Life Planning Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
29,186
+1,150
+4% +$50.8K 1.03% 26
2025
Q1
$1.21M Buy
28,036
+1,131
+4% +$48.6K 1.09% 23
2024
Q4
$1.13M Buy
26,905
+1,746
+7% +$73.2K 1.04% 25
2024
Q3
$1.19M Buy
+25,159
New +$1.19M 1.06% 24