UB
AVRE icon

UMB Bank’s Avantis Real Estate ETF AVRE Stock Holding History

UMB Bank’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
2024
Q3 		– Sell
-22
Closed -$907 – 2140
2024
Q2 		$907 Buy
+22
New +$897 ﹤0.01% 1994

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

UMB Bank's AVRE Position: Q3 2024 in Review

UMB Bank sold out of Avantis Real Estate ETF (AVRE) in Q3 2024, closing a stake of 22 shares — an estimated $907 sold.

UMB Bank first reported a position in AVRE in Q2 2024 and held it in 1 quarter. The position peaked at $907 in Q2 2024. 110 funds tracked by Wall St. Rank hold AVRE as of Q3 2024.

  • UMB Bank reported no remaining Avantis Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • UMB Bank sold 22 Avantis Real Estate ETF shares in Q3 2024, an estimated $907.
  • UMB Bank first reported a position in Avantis Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • UMB Bank's Avantis Real Estate ETF position peaked at $907 in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.