Tarbox Family Office Inc. Has $19.27 Million Stake in Avantis U.S. Mid Cap Equity ETF $AVMC

Tarbox Family Office Inc. raised its position in Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) by 49.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 240,067 shares of the company’s stock after buying an additional 79,406 shares during the period. Avantis U.S. Mid Cap Equity ETF accounts for about 2.8% of Tarbox Family Office Inc.’s investment portfolio, making the stock its 9th biggest position. Tarbox Family Office Inc.’s holdings in Avantis U.S. Mid Cap Equity ETF were worth $19,265,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Kingdom Financial Group LLC. acquired a new stake in shares of Avantis U.S. Mid Cap Equity ETF during the fourth quarter worth approximately $62,000. Osaic Holdings Inc. boosted its holdings in shares of Avantis U.S. Mid Cap Equity ETF by 232.9% in the 2nd quarter. Osaic Holdings Inc. now owns 3,073 shares of the company’s stock worth $203,000 after acquiring an additional 2,150 shares in the last quarter. Mosaic Family Wealth Partners LLC bought a new stake in Avantis U.S. Mid Cap Equity ETF during the 4th quarter worth approximately $236,000. Skyview Financial Group LLC acquired a new stake in Avantis U.S. Mid Cap Equity ETF during the 4th quarter valued at $306,000. Finally, Equitable Holdings Inc. acquired a new stake in Avantis U.S. Mid Cap Equity ETF during the 4th quarter valued at $310,000. 0.13% of the stock is owned by institutional investors.

Avantis U.S. Mid Cap Equity ETF Trading Down 1.1%

Shares of AVMC opened at $78.47 on Thursday. The stock has a fifty day moving average price of $80.14 and a two-hundred day moving average price of $77.63. Avantis U.S. Mid Cap Equity ETF has a 52-week low of $66.64 and a 52-week high of $82.60.

About Avantis U.S. Mid Cap Equity ETF

The Avantis U.S. Mid Cap Equity ETF (AVMC) is an exchange-traded fund that mostly invests in mid cap equity. The fund seeks long-term capital appreciation through an actively managed portfolio of US mid-cap companies selected based on fundamental criteria. AVMC was launched on Nov 7, 2023 and is issued by American Century Investments.