PWM
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Parkworth Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Parkworth Wealth Management’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$900K Buy
20,386
+172
+0.9% +$7.6K 0.65% 31
2025
Q1 		$869K Buy
20,214
+494
+3% +$21.2K 0.69% 30
2024
Q4 		$827K Buy
+19,720
New +$827K 0.69% 30