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Life Planning Partners’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Life Planning Partners’s Portfolio HAUZ Stock Details HAUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17
Closed -$372 – 130
2023
Q4 		$372 Buy
+17
New +$340 ﹤0.01% 251

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AA
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Jane Street
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FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Life Planning Partners's HAUZ Position: Q1 2024 in Review

Life Planning Partners sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2024, closing a stake of 17 shares — an estimated $372 sold.

Life Planning Partners first reported a position in HAUZ in Q4 2023 and held it in 1 quarter. The position peaked at $372 in Q4 2023. 64 funds tracked by Wall St. Rank hold HAUZ as of Q1 2024.

  • Life Planning Partners reported no remaining Xtrackers International Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 17 Xtrackers International Real Estate ETF shares in Q1 2024, an estimated $372.
  • Life Planning Partners first reported a position in Xtrackers International Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Xtrackers International Real Estate ETF position peaked at $372 in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.