Valued Wealth Advisors LLC Boosts Holdings in Avantis Real Estate ETF (NYSEARCA:AVRE)

Valued Wealth Advisors LLC boosted its stake in Avantis Real Estate ETF (NYSEARCA:AVRE) by 3.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 70,073 shares of the company’s stock after acquiring an additional 2,446 shares during the period. Avantis Real Estate ETF accounts for about 1.8% of Valued Wealth Advisors LLC’s holdings, making the stock its 11th biggest position. Valued Wealth Advisors LLC’s holdings in Avantis Real Estate ETF were worth $2,937,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. LexAurum Advisors LLC bought a new stake in shares of Avantis Real Estate ETF in the 4th quarter worth approximately $5,239,000. Simplicity Wealth LLC increased its position in Avantis Real Estate ETF by 827.7% in the third quarter. Simplicity Wealth LLC now owns 70,392 shares of the company’s stock worth $3,318,000 after buying an additional 62,804 shares during the last quarter. Physician Wealth Solutions Inc. raised its stake in shares of Avantis Real Estate ETF by 21.8% in the third quarter. Physician Wealth Solutions Inc. now owns 310,991 shares of the company’s stock valued at $14,169,000 after buying an additional 55,686 shares during the period. ShankerValleau Wealth Advisors Inc. raised its stake in shares of Avantis Real Estate ETF by 14.0% in the fourth quarter. ShankerValleau Wealth Advisors Inc. now owns 321,502 shares of the company’s stock valued at $13,477,000 after buying an additional 39,520 shares during the period. Finally, Pacific Life Fund Advisors LLC lifted its position in shares of Avantis Real Estate ETF by 81.8% during the 3rd quarter. Pacific Life Fund Advisors LLC now owns 72,732 shares of the company’s stock valued at $3,429,000 after buying an additional 32,729 shares during the last quarter.

Avantis Real Estate ETF Stock Performance

AVRE stock opened at $42.62 on Monday. Avantis Real Estate ETF has a fifty-two week low of $38.74 and a fifty-two week high of $48.36. The stock has a fifty day moving average of $43.12 and a 200-day moving average of $44.59. The company has a market capitalization of $455.18 million, a price-to-earnings ratio of 19.23 and a beta of 0.85.

Avantis Real Estate ETF Profile

The Avantis Real Estate ETF (AVRE) is an exchange-traded fund that is based on the S&P Global REIT index. The fund is an actively managed fund that provides broad exposure to real estate securities around the world. AVRE was launched on Sep 28, 2021 and is managed by American Century Investments.