TFA
AVRE icon

Triad Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Triad Financial Advisors’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
Q3 		$1.7M Buy
45,217
+5,215
+13% +$212K 0.6% 22
2023
Q2 		$1.64M Buy
40,002
+6,642
+20% +$272K 0.67% 22
2023
Q1 		$1.38M Buy
33,360
+7,461
+29% +$318K 0.6% 23
2022
Q4 		$1.06M Buy
25,899
+3,445
+15% +$140K 0.47% 27
2022
Q3 		$876K Buy
22,454
+9,708
+76% +$439K 0.48% 28
2022
Q2 		$566K Buy
12,746
+7,494
+143% +$363K 0.31% 38
2022
Q1 		$276K Buy
+5,252
New +$269K 0.15% 85

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Triad Financial Advisors's AVRE Position: Q3 2023 in Review

Triad Financial Advisors increased its Avantis Real Estate ETF (AVRE) stake by 13% in Q3 2023, buying an estimated $212K and bringing the position to 45,217 shares worth $1.7M. The position accounts for 0.6% of the portfolio, ranked #22.

Triad Financial Advisors first reported a position in AVRE in Q1 2022 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold AVRE as of Q3 2023.

  • Triad Financial Advisors held 45,217 shares of Avantis Real Estate ETF worth $1.7M as of Q3 2023.
  • Triad Financial Advisors bought 5,215 Avantis Real Estate ETF shares in Q3 2023, an estimated $212K.
  • Avantis Real Estate ETF made up 0.6% of Triad Financial Advisors's portfolio in Q3 2023, its #22 holding.
  • Triad Financial Advisors first reported a position in Avantis Real Estate ETF in Q1 2022 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.