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TimeScale Financial’s Avantis Real Estate ETF AVRE Stock Holding History

TimeScale Financial’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 		$1.47K Buy
+36
New +$1.48K ﹤0.01% 520

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 $906M AUM 20.13% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 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 $69.9B AUM 22.19% 1-Year Est. Return

TimeScale Financial's AVRE Position: Q2 2023 in Review

TimeScale Financial opened a new position in Avantis Real Estate ETF (AVRE) in Q2 2023: 36 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings.

72 funds tracked by Wall St. Rank hold AVRE as of Q2 2023.

  • TimeScale Financial held 36 shares of Avantis Real Estate ETF worth $1.47K as of Q2 2023.
  • Avantis Real Estate ETF was a new TimeScale Financial position in Q2 2023.
  • Avantis Real Estate ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #520 holding.
  • 72 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.