7,669 Avantis U.S. Large Cap Equity ETF $AVLC Shares Bought by Independent Wealth Network Inc.

Independent Wealth Network Inc. boosted its holdings in shares of Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) by 73.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,113 shares of the company’s stock after purchasing an additional 7,669 shares during the quarter. Independent Wealth Network Inc. owned about 0.11% of Avantis U.S. Large Cap Equity ETF worth $1,635,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Prosperity Planning Inc. increased its holdings in shares of Avantis U.S. Large Cap Equity ETF by 5.3% in the 2nd quarter. Prosperity Planning Inc. now owns 151,352 shares of the company’s stock worth $13,616,000 after buying an additional 7,662 shares during the last quarter. CoreCap Advisors LLC lifted its holdings in shares of Avantis U.S. Large Cap Equity ETF by 15.3% in the 2nd quarter. CoreCap Advisors LLC now owns 94,083 shares of the company’s stock valued at $8,464,000 after acquiring an additional 12,513 shares during the last quarter. Allworth Financial LP lifted its holdings in shares of Avantis U.S. Large Cap Equity ETF by 27.7% in the 2nd quarter. Allworth Financial LP now owns 323,092 shares of the company’s stock valued at $29,065,000 after acquiring an additional 70,116 shares during the last quarter. Envestnet Asset Management Inc. grew its position in Avantis U.S. Large Cap Equity ETF by 12.3% in the second quarter. Envestnet Asset Management Inc. now owns 706,672 shares of the company’s stock worth $63,572,000 after acquiring an additional 77,317 shares in the last quarter. Finally, World Investment Advisors grew its position in Avantis U.S. Large Cap Equity ETF by 123.5% in the fourth quarter. World Investment Advisors now owns 11,409 shares of the company’s stock worth $897,000 after acquiring an additional 6,304 shares in the last quarter.

Avantis U.S. Large Cap Equity ETF Stock Up 0.4%

NYSEARCA AVLC traded up $0.33 during trading hours on Monday, hitting $90.81. 66,049 shares of the company were exchanged, compared to its average volume of 70,006. The stock has a 50-day moving average price of $91.45 and a 200 day moving average price of $88.72. Avantis U.S. Large Cap Equity ETF has a 52 week low of $74.45 and a 52 week high of $94.80. The stock has a market cap of $1.54 billion, a PE ratio of 22.04 and a beta of 1.01.

Avantis U.S. Large Cap Equity ETF Company 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.