Avantis All Equity Markets Value ETF $AVGV is Paul R. Ried Financial Group LLC’s 9th Largest Position

Paul R. Ried Financial Group LLC increased its position in Avantis All Equity Markets Value ETF (NYSEARCA:AVGV) by 23.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 105,434 shares of the company’s stock after purchasing an additional 20,223 shares during the period. Avantis All Equity Markets Value ETF makes up approximately 3.8% of Paul R. Ried Financial Group LLC’s holdings, making the stock its 9th biggest position. Paul R. Ried Financial Group LLC owned 2.77% of Avantis All Equity Markets Value ETF worth $8,175,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of AVGV. Rialto Wealth Management LLC increased its stake in Avantis All Equity Markets Value ETF by 95.7% during the 4th quarter. Rialto Wealth Management LLC now owns 726 shares of the company’s stock valued at $53,000 after purchasing an additional 355 shares in the last quarter. Red Lighthouse Investment Management LLC lifted its stake in shares of Avantis All Equity Markets Value ETF by 42.4% in the fourth quarter. Red Lighthouse Investment Management LLC now owns 1,270 shares of the company’s stock worth $93,000 after buying an additional 378 shares in the last quarter. Jane Street Group LLC purchased a new stake in shares of Avantis All Equity Markets Value ETF during the first quarter valued at approximately $236,000. Farther Finance Advisors LLC purchased a new stake in shares of Avantis All Equity Markets Value ETF during the fourth quarter valued at approximately $244,000. Finally, NewEdge Advisors LLC bought a new stake in shares of Avantis All Equity Markets Value ETF during the fourth quarter valued at approximately $295,000.

Avantis All Equity Markets Value ETF Stock Down 0.6%

Shares of NYSEARCA AVGV opened at $84.62 on Tuesday. Avantis All Equity Markets Value ETF has a twelve month low of $64.94 and a twelve month high of $87.03. The firm has a market cap of $406.18 million, a P/E ratio of 13.18 and a beta of 0.80. The company has a 50 day moving average of $84.85 and a 200 day moving average of $81.18.

Avantis All Equity Markets Value ETF Company Profile

The Avantis All Equity Markets Value ETF (AVGV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund-of-funds that invests in global equity portfolios, weighted by geography. It seeks long-term capital appreciation through factor-investing, focusing on securities with value characteristics and higher expected returns. AVGV was launched on Jun 27, 2023 and is managed by American Century Investments.