Avantis U.S. Large Cap Equity ETF $AVLC Shares Purchased by Prosperity Planning Inc.

Prosperity Planning Inc. boosted its position in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) by 5.3% during the second quarter, Holdings Channel.com reports. The institutional investor owned 151,352 shares of the company’s stock after purchasing an additional 7,662 shares during the period. Avantis U.S. Large Cap Equity ETF accounts for approximately 3.1% of Prosperity Planning Inc.’s portfolio, making the stock its 9th biggest position. Prosperity Planning Inc.’s holdings in Avantis U.S. Large Cap Equity ETF were worth $13,616,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Rossby Financial LCC raised its position in Avantis U.S. Large Cap Equity ETF by 47.6% during the 4th quarter. Rossby Financial LCC now owns 394 shares of the company’s stock worth $31,000 after buying an additional 127 shares during the last quarter. Allegiance Financial Group Advisory Services LLC boosted its holdings in shares of Avantis U.S. Large Cap Equity ETF by 6.6% in the 4th quarter. Allegiance Financial Group Advisory Services LLC now owns 5,363 shares of the company’s stock valued at $422,000 after acquiring an additional 334 shares during the last quarter. Waterfront Wealth Inc. increased its stake in shares of Avantis U.S. Large Cap Equity ETF by 0.9% in the fourth quarter. Waterfront Wealth Inc. now owns 40,335 shares of the company’s stock worth $3,265,000 after acquiring an additional 343 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in shares of Avantis U.S. Large Cap Equity ETF by 17.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,109 shares of the company’s stock worth $244,000 after acquiring an additional 466 shares during the period. Finally, Montag A & Associates Inc. increased its stake in shares of Avantis U.S. Large Cap Equity ETF by 16.7% in the first quarter. Montag A & Associates Inc. now owns 3,805 shares of the company’s stock worth $295,000 after acquiring an additional 545 shares during the period.

Avantis U.S. Large Cap Equity ETF Price Performance

Shares of Avantis U.S. Large Cap Equity ETF stock opened at $92.12 on Tuesday. The stock has a market cap of $1.42 billion, a PE ratio of 22.04 and a beta of 1.01. The firm has a fifty day moving average price of $89.43 and a 200 day moving average price of $84.82. Avantis U.S. Large Cap Equity ETF has a 1 year low of $72.76 and a 1 year high of $92.60.

About Avantis U.S. Large Cap Equity ETF

The Avantis U.S. Large Cap Equity ETF (AVLC) is an exchange-traded fund that mostly invests in large cap equity. The fund is actively managed, investing in US large-cap stocks of companies perceived to have high-growth characteristics and attractive valuations. The fund aims for long-term capital appreciation AVLC was launched on Sep 26, 2023 and is issued by American Century Investments.