Evanson Financial LLC Purchases Shares of 28,269 Avantis All Equity Markets Value ETF $AVGV

Evanson Financial LLC purchased a new position in Avantis All Equity Markets Value ETF (NYSEARCA:AVGV) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 28,269 shares of the company’s stock, valued at approximately $2,403,000. Evanson Financial LLC owned approximately 0.61% of Avantis All Equity Markets Value ETF as of its most recent SEC filing.

A number of other large investors have also modified their holdings of AVGV. Compound Planning Inc. raised its stake in shares of Avantis All Equity Markets Value ETF by 30.7% in the first quarter. Compound Planning Inc. now owns 3,669 shares of the company’s stock valued at $285,000 after acquiring an additional 862 shares in the last quarter. Austin Wealth Management LLC grew its stake in Avantis All Equity Markets Value ETF by 9.5% during the 4th quarter. Austin Wealth Management LLC now owns 11,758 shares of the company’s stock worth $889,000 after purchasing an additional 1,023 shares in the last quarter. M Wealth Management LLC grew its stake in Avantis All Equity Markets Value ETF by 4.8% during the 4th quarter. M Wealth Management LLC now owns 30,057 shares of the company’s stock worth $2,200,000 after purchasing an additional 1,373 shares in the last quarter. Maimon Wealth Management LTD. purchased a new stake in Avantis All Equity Markets Value ETF during the 1st quarter worth about $233,000. Finally, Farther Finance Advisors LLC purchased a new stake in Avantis All Equity Markets Value ETF during the 4th quarter worth about $244,000.

Avantis All Equity Markets Value ETF Price Performance

AVGV stock opened at $87.45 on Friday. The firm has a market capitalization of $428.50 million, a P/E ratio of 13.18 and a beta of 0.79. The business’s 50-day moving average is $85.35 and its two-hundred day moving average is $82.16. Avantis All Equity Markets Value ETF has a 1 year low of $66.31 and a 1 year high of $88.41.

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.