Dogwood Wealth Management LLC Reduces Position in Avantis U.S. Large Cap Equity ETF $AVLC

Dogwood Wealth Management LLC reduced its stake in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLCFree Report) by 5.6% during the second quarter, HoldingsChannel reports. The fund owned 109,391 shares of the company’s stock after selling 6,462 shares during the period. Avantis U.S. Large Cap Equity ETF comprises approximately 3.9% of Dogwood Wealth Management LLC’s holdings, making the stock its 7th largest position. Dogwood Wealth Management LLC’s holdings in Avantis U.S. Large Cap Equity ETF were worth $9,841,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Rossby Financial LCC raised its position in shares of Avantis U.S. Large Cap Equity ETF by 47.6% in the 4th quarter. Rossby Financial LCC now owns 394 shares of the company’s stock worth $31,000 after purchasing an additional 127 shares during the last quarter. Arax Advisory Partners bought a new stake in Avantis U.S. Large Cap Equity ETF during the 4th quarter valued at about $58,000. Kingdom Financial Group LLC. bought a new stake in Avantis U.S. Large Cap Equity ETF during the 4th quarter valued at about $84,000. Flow Traders U.S. LLC purchased a new position in Avantis U.S. Large Cap Equity ETF in the third quarter worth about $201,000. Finally, Northwestern Mutual Wealth Management Co. purchased a new position in Avantis U.S. Large Cap Equity ETF in the third quarter worth about $202,000.

Avantis U.S. Large Cap Equity ETF Stock Performance

Shares of NYSEARCA AVLC opened at $90.42 on Tuesday. The firm’s 50 day moving average price is $89.19 and its 200-day moving average price is $84.42. The company has a market cap of $1.39 billion, a PE ratio of 22.04 and a beta of 1.01. Avantis U.S. Large Cap Equity ETF has a 52-week low of $72.18 and a 52-week high of $90.60.

Avantis U.S. Large Cap Equity ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)

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