Mosaic Family Wealth Partners LLC Makes New Investment in Avantis U.S. Large Cap Value ETF $AVLV

Mosaic Family Wealth Partners LLC bought a new stake in Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 9,232 shares of the company’s stock, valued at approximately $744,000.

Several other large investors have also made changes to their positions in AVLV. NBT Bank N A NY bought a new position in Avantis U.S. Large Cap Value ETF during the 1st quarter valued at about $35,000. Aventura Private Wealth LLC bought a new stake in Avantis U.S. Large Cap Value ETF during the fourth quarter worth about $43,000. Longview Financial Advisors Inc. bought a new stake in Avantis U.S. Large Cap Value ETF during the first quarter worth about $87,000. Hurley Capital LLC increased its holdings in shares of Avantis U.S. Large Cap Value ETF by 28.3% during the fourth quarter. Hurley Capital LLC now owns 2,859 shares of the company’s stock worth $217,000 after buying an additional 631 shares in the last quarter. Finally, Root Financial Partners LLC raised its stake in shares of Avantis U.S. Large Cap Value ETF by 201.1% in the first quarter. Root Financial Partners LLC now owns 4,228 shares of the company’s stock valued at $341,000 after acquiring an additional 2,824 shares during the last quarter.

Avantis U.S. Large Cap Value ETF Price Performance

Shares of AVLV traded up $0.35 on Friday, hitting $91.66. The company’s stock had a trading volume of 827,917 shares, compared to its average volume of 1,075,219. The company has a market capitalization of $16.87 billion, a PE ratio of 15.70 and a beta of 0.94. Avantis U.S. Large Cap Value ETF has a fifty-two week low of $67.88 and a fifty-two week high of $92.46. The company has a 50 day moving average price of $89.96 and a 200 day moving average price of $84.33.

About Avantis U.S. Large Cap Value ETF

The Avantis U.S. Large Cap Value ETF (AVLV) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed portfolio of US large-cap value companies selected based on fundamental criteria. AVLV was launched on Sep 21, 2021 and is managed by American Century Investments.