LGWM
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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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Litman Gregory Wealth Management's AVRE Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Avantis Real Estate ETF (AVRE) in Q2 2023, closing a stake of 27,241 shares — an estimated $1.13M sold.

Litman Gregory Wealth Management first reported a position in AVRE in Q1 2023 and held it in 1 quarter. The position peaked at $1.13M in Q1 2023. 72 funds tracked by Wall St. Rank hold AVRE as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Avantis Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 27,241 Avantis Real Estate ETF shares in Q2 2023, an estimated $1.13M.
  • Litman Gregory Wealth Management first reported a position in Avantis Real Estate ETF in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Avantis Real Estate ETF position peaked at $1.13M in Q1 2023.
  • 72 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.