Intelligent Financial Strategies Has $4.98 Million Stake in Avantis All Equity Markets ETF (NYSEARCA:AVGE)

Intelligent Financial Strategies trimmed its stake in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 2.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,843 shares of the company’s stock after selling 1,593 shares during the quarter. Avantis All Equity Markets ETF makes up 2.8% of Intelligent Financial Strategies’ investment portfolio, making the stock its 5th largest position. Intelligent Financial Strategies’ holdings in Avantis All Equity Markets ETF were worth $4,982,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the stock. Strategic Financial Concepts LLC raised its stake in shares of Avantis All Equity Markets ETF by 12,632.2% during the fourth quarter. Strategic Financial Concepts LLC now owns 931,236 shares of the company’s stock valued at $67,394,000 after acquiring an additional 923,922 shares during the last quarter. Wealthstream Advisors Inc. increased its holdings in Avantis All Equity Markets ETF by 5.2% during the 3rd quarter. Wealthstream Advisors Inc. now owns 122,081 shares of the company’s stock valued at $9,018,000 after purchasing an additional 5,985 shares during the period. Index Fund Advisors Inc. raised its position in Avantis All Equity Markets ETF by 9.4% during the 4th quarter. Index Fund Advisors Inc. now owns 66,863 shares of the company’s stock valued at $4,839,000 after purchasing an additional 5,758 shares during the last quarter. Sprinkle Financial Consultants LLC lifted its holdings in Avantis All Equity Markets ETF by 2.3% in the 4th quarter. Sprinkle Financial Consultants LLC now owns 57,008 shares of the company’s stock worth $4,126,000 after buying an additional 1,300 shares during the period. Finally, Fermata Advisors LLC increased its stake in shares of Avantis All Equity Markets ETF by 61.4% during the fourth quarter. Fermata Advisors LLC now owns 31,453 shares of the company’s stock valued at $2,276,000 after buying an additional 11,960 shares during the period.

Avantis All Equity Markets ETF Stock Up 0.3 %

Shares of Avantis All Equity Markets ETF stock opened at $75.58 on Monday. The company has a market cap of $382.43 million, a PE ratio of 12.73 and a beta of 0.94. The business has a 50 day moving average of $74.05 and a 200 day moving average of $73.31. Avantis All Equity Markets ETF has a 52 week low of $65.48 and a 52 week high of $76.92.

Avantis All Equity Markets ETF Profile

The Avantis All Equity Markets ETF (AVGE) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund-of-funds that seeks long-term capital appreciation through investments in equity portfolios holding a wide variety of securities with higher expected returns.