13,177 Avantis U.S. Large Cap Equity ETF $AVLC Shares Bought by BFI Wealth Solutions LLC

BFI Wealth Solutions LLC grew its holdings in shares of Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) by 28.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,643 shares of the company’s stock after purchasing an additional 13,177 shares during the period. Avantis U.S. Large Cap Equity ETF comprises about 3.7% of BFI Wealth Solutions LLC’s portfolio, making the stock its 5th biggest position. BFI Wealth Solutions LLC’s holdings in Avantis U.S. Large Cap Equity ETF were worth $5,419,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Montag A & Associates Inc. lifted its position in shares of Avantis U.S. Large Cap Equity ETF by 16.7% during the first quarter. Montag A & Associates Inc. now owns 3,805 shares of the company’s stock worth $295,000 after purchasing an additional 545 shares in the last quarter. Acropolis Investment Management LLC purchased a new position in shares of Avantis U.S. Large Cap Equity ETF in the third quarter valued at approximately $193,000. Acorn Wealth Advisors LLC purchased a new position in shares of Avantis U.S. Large Cap Equity ETF in the second quarter valued at approximately $204,000. SC&H Financial Advisors Inc. purchased a new position in shares of Avantis U.S. Large Cap Equity ETF in the third quarter valued at approximately $213,000. Finally, Diversify Wealth Management LLC purchased a new position in shares of Avantis U.S. Large Cap Equity ETF in the first quarter valued at approximately $236,000.

Avantis U.S. Large Cap Equity ETF Stock Performance

Shares of AVLC stock opened at $90.48 on Friday. The stock has a market capitalization of $1.53 billion, a P/E ratio of 22.04 and a beta of 1.01. The company has a 50 day moving average price of $91.45 and a 200 day moving average price of $88.63. Avantis U.S. Large Cap Equity ETF has a fifty-two week low of $74.45 and a fifty-two week high of $94.80.

Avantis U.S. Large Cap Equity ETF Profile

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.