ML&R Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

ML&R 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
2022 Q4	–	Sell	-12,412	Closed	-$484K	–	59
2022 Q3	$484K	Sell	12,412 -2,707	-18%	-$122K	0.16%	40
2022 Q2	$672K	Buy	+15,119	New	+$732K	0.3%	26

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

BetterWealth San Jose, California $510M AUM 18.96% 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

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Corient Private Wealth

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

Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

ML&R Wealth Management's AVRE Position: Q4 2022 in Review

ML&R Wealth Management sold out of Avantis Real Estate ETF (AVRE) in Q4 2022, closing a stake of 12,412 shares — an estimated $484K sold.

ML&R Wealth Management first reported a position in AVRE in Q2 2022 and held it in 2 quarters. The position peaked at $672K in Q2 2022. 50 funds tracked by Wall St. Rank hold AVRE as of Q4 2022.

ML&R Wealth Management reported no remaining Avantis Real Estate ETF position as of Q4 2022 after selling out during the quarter.
ML&R Wealth Management sold 12,412 Avantis Real Estate ETF shares in Q4 2022, an estimated $484K.
ML&R Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2022 and held it in 2 quarters.
ML&R Wealth Management's Avantis Real Estate ETF position peaked at $672K in Q2 2022.
50 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2022.

Based on ML&R Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.