Litman Gregory Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Litman Gregory Wealth Management’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
2023 Q2	–	Sell	-27,241	Closed	-$1.13M	–	83
2023 Q1	$1.13M	Buy	+27,241	New	+$1.16M	0.42%	15

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

WorthPointe La Jolla, California $369M AUM 18.78% 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

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

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return