Shira Ridge Wealth Management Invests $497,000 in Avantis All Equity Markets ETF $AVGE

Shira Ridge Wealth Management acquired a new stake in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 5,019 shares of the company’s stock, valued at approximately $497,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AVGE. Torren Management LLC bought a new position in shares of Avantis All Equity Markets ETF in the fourth quarter worth approximately $36,000. JPMorgan Chase & Co. raised its position in shares of Avantis All Equity Markets ETF by 309.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 663 shares of the company’s stock valued at $51,000 after purchasing an additional 501 shares during the period. Arax Advisory Partners bought a new stake in shares of Avantis All Equity Markets ETF during the 4th quarter valued at $57,000. Elevation Wealth Partners LLC bought a new stake in shares of Avantis All Equity Markets ETF during the 2nd quarter valued at $87,000. Finally, Valued Wealth Advisors LLC lifted its stake in shares of Avantis All Equity Markets ETF by 10.5% during the 4th quarter. Valued Wealth Advisors LLC now owns 1,172 shares of the company’s stock valued at $101,000 after buying an additional 111 shares in the last quarter.

Avantis All Equity Markets ETF Price Performance

Shares of Avantis All Equity Markets ETF stock opened at $101.49 on Monday. The company has a fifty day moving average of $98.83 and a 200 day moving average of $94.67. Avantis All Equity Markets ETF has a fifty-two week low of $79.10 and a fifty-two week high of $101.79.

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.