Lloyd Advisory Services LLC. Takes Position in Avantis U.S. Large Cap Equity ETF $AVLC

Lloyd Advisory Services LLC. bought a new stake in shares of Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 7,703 shares of the company’s stock, valued at approximately $606,000. Lloyd Advisory Services LLC. owned 0.06% of Avantis U.S. Large Cap Equity ETF as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. grew its position in shares of Avantis U.S. Large Cap Equity ETF by 31,389.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 832,273 shares of the company’s stock valued at $65,433,000 after acquiring an additional 829,630 shares during the period. Beaird Harris Wealth Management LLC grew its position in shares of Avantis U.S. Large Cap Equity ETF by 15.0% during the 3rd quarter. Beaird Harris Wealth Management LLC now owns 600,224 shares of the company’s stock valued at $45,923,000 after acquiring an additional 78,356 shares during the period. Envestnet Asset Management Inc. grew its position in shares of Avantis U.S. Large Cap Equity ETF by 10.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 531,194 shares of the company’s stock valued at $40,642,000 after acquiring an additional 51,340 shares during the period. Cypress Point Wealth Management LLC grew its position in shares of Avantis U.S. Large Cap Equity ETF by 9.3% during the 4th quarter. Cypress Point Wealth Management LLC now owns 457,783 shares of the company’s stock valued at $35,991,000 after acquiring an additional 39,065 shares during the period. Finally, Ridgeline Wealth LLC grew its position in shares of Avantis U.S. Large Cap Equity ETF by 3.8% during the 4th quarter. Ridgeline Wealth LLC now owns 444,183 shares of the company’s stock valued at $34,922,000 after acquiring an additional 16,422 shares during the period.

Avantis U.S. Large Cap Equity ETF Stock Up 0.5%

NYSEARCA:AVLC opened at $88.35 on Friday. Avantis U.S. Large Cap Equity ETF has a 52 week low of $66.20 and a 52 week high of $88.61. The stock has a market capitalization of $1.21 billion, a PE ratio of 22.04 and a beta of 1.02. The stock’s 50-day moving average price is $82.42 and its 200-day moving average price is $80.52.

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.