Ferguson Johnson Wealth Management Inc Takes $550,000 Position in Avantis All Equity Markets ETF $AVGE

Ferguson Johnson Wealth Management Inc bought a new position in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 6,410 shares of the company’s stock, valued at approximately $550,000. Avantis All Equity Markets ETF makes up approximately 0.5% of Ferguson Johnson Wealth Management Inc’s investment portfolio, making the stock its 21st largest holding.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Valued Wealth Advisors LLC raised its holdings in Avantis All Equity Markets ETF by 10.5% during the fourth quarter. Valued Wealth Advisors LLC now owns 1,172 shares of the company’s stock worth $101,000 after purchasing an additional 111 shares in the last quarter. HUB Investment Partners LLC raised its holdings in Avantis All Equity Markets ETF by 1.2% during the second quarter. HUB Investment Partners LLC now owns 10,459 shares of the company’s stock worth $810,000 after purchasing an additional 126 shares in the last quarter. Red Lighthouse Investment Management LLC raised its holdings in Avantis All Equity Markets ETF by 6.2% during the third quarter. Red Lighthouse Investment Management LLC now owns 2,361 shares of the company’s stock worth $197,000 after purchasing an additional 138 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in Avantis All Equity Markets ETF by 5.6% during the third quarter. EverSource Wealth Advisors LLC now owns 2,677 shares of the company’s stock worth $223,000 after purchasing an additional 141 shares in the last quarter. Finally, Arlington Financial Advisors LLC raised its holdings in Avantis All Equity Markets ETF by 4.0% during the fourth quarter. Arlington Financial Advisors LLC now owns 3,786 shares of the company’s stock worth $325,000 after purchasing an additional 147 shares in the last quarter.

Avantis All Equity Markets ETF Price Performance

Shares of NYSEARCA:AVGE opened at $97.73 on Friday. Avantis All Equity Markets ETF has a 12 month low of $73.25 and a 12 month high of $98.05. The stock’s 50 day moving average price is $92.50 and its 200 day moving average price is $89.60.

Avantis All Equity Markets ETF Company Profile

The Avantis All Equity Markets ETF (AVGE) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund-of-funds that seeks long-term capital appreciation through investments in equity portfolios holding a wide variety of securities with higher expected returns. AVGE was launched on Sep 27, 2022 and is managed by American Century Investments.