PSF Avantis Balanced Allocation Portfolio AVRE Holdings History
PSF Avantis Balanced Allocation Portfolio's Avantis Real E state ETF Holding Summary
As of 2025-03-31, PSF Avantis Balanced Allocation Portfolio held 70,442.00 shares of Avantis Real E state ETF(AVRE), totaling $3.03 Mil. This investment constitutes 1.2% of their stock portfolio, and PSF Avantis Balanced Allocation Portfolio now holds 0.53% of the outstanding Avantis Real E state ETF(AVRE) stock.
The initial trade took place in 2022Q4. And since then PSF Avantis Balanced Allocation Portfolio has made 4 purchases of AVRE, at an average price of $41.30, for a total of 197,038.00 shares. In addition, there have been 5 sales at an average price of $40.91 for 126,596.00 shares. Based on historical transaction data and AVRE's current price of $44.14, PSF Avantis Balanced Allocation Portfolio's estimated gain on his AVRE holdings is $151,309.62, reflecting a 1.86% gain to date.
PSF Avantis Balanced Allocation Portfolio AVRE ($44.14) Holding Chart
PSF Avantis Balanced Allocation Portfolio AVRE ($44.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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