Prosperity Planning Inc. boosted its holdings in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC – Free Report) by 7.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 162,333 shares of the company’s stock after purchasing an additional 10,981 shares during the period. Avantis U.S. Large Cap Equity ETF comprises 3.3% of Prosperity Planning Inc.’s holdings, making the stock its 9th largest position. Prosperity Planning Inc.’s holdings in Avantis U.S. Large Cap Equity ETF were worth $14,654,000 as of its most recent SEC filing.
Other institutional investors have also recently bought and sold shares of the company. Acropolis Investment Management LLC purchased a new position in shares of Avantis U.S. Large Cap Equity ETF in the 3rd quarter worth about $193,000. Acorn Wealth Advisors LLC purchased a new stake in Avantis U.S. Large Cap Equity ETF during the second quarter worth about $204,000. Diversify Wealth Management LLC purchased a new stake in Avantis U.S. Large Cap Equity ETF during the first quarter worth about $236,000. Team Financial Group LLC purchased a new stake in Avantis U.S. Large Cap Equity ETF during the first quarter worth about $234,000. Finally, Mosaic Family Wealth Partners LLC bought a new stake in Avantis U.S. Large Cap Equity ETF in the first quarter worth about $254,000.
Avantis U.S. Large Cap Equity ETF Trading Down 0.2%
NYSEARCA:AVLC opened at $91.64 on Friday. Avantis U.S. Large Cap Equity ETF has a 12 month low of $74.45 and a 12 month high of $94.80. The firm’s 50 day moving average is $91.40 and its 200 day moving average is $88.11. The stock has a market capitalization of $1.54 billion, a PE ratio of 22.04 and a beta of 1.01.
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.
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