LSV Disciplined Value ETF $LSVD Shares Bought by Beta Wealth Group Inc.

Beta Wealth Group Inc. raised its holdings in LSV Disciplined Value ETF (NYSEARCA:LSVD) by 52.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 261,523 shares of the company’s stock after acquiring an additional 90,029 shares during the period. LSV Disciplined Value ETF accounts for 3.2% of Beta Wealth Group Inc.’s holdings, making the stock its 9th biggest holding. Beta Wealth Group Inc.’s holdings in LSV Disciplined Value ETF were worth $7,661,000 as of its most recent SEC filing.

Separately, Citadel Advisors LLC purchased a new position in shares of LSV Disciplined Value ETF during the 3rd quarter valued at about $426,000.

LSV Disciplined Value ETF Stock Down 0.3%

Shares of LSVD stock opened at $34.44 on Tuesday. LSV Disciplined Value ETF has a 52-week low of $25.68 and a 52-week high of $35.33. The stock has a market cap of $637.83 million, a PE ratio of 17.18 and a beta of 1.05. The business has a 50-day simple moving average of $34.40 and a 200-day simple moving average of $31.96.

About LSV Disciplined Value ETF

The LSV Disciplined Value ETF (LSVD) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of global equity securities considered to be exhibiting value characteristics. LSVD was launched on Dec 17, 2024 and is issued by LSV.