Shira Ridge Wealth Management Acquires Shares of 5,019 Avantis All Equity Markets ETF $AVGE

Shira Ridge Wealth Management acquired a new stake in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 5,019 shares of the company’s stock, valued at approximately $497,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Torren Management LLC purchased a new position in Avantis All Equity Markets ETF during the fourth quarter valued at $36,000. JPMorgan Chase & Co. increased its holdings in Avantis All Equity Markets ETF by 309.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 663 shares of the company’s stock valued at $51,000 after acquiring an additional 501 shares during the last quarter. Arax Advisory Partners purchased a new stake in Avantis All Equity Markets ETF in the 4th quarter worth $57,000. Elevation Wealth Partners LLC purchased a new stake in Avantis All Equity Markets ETF in the 2nd quarter worth $87,000. Finally, Valued Wealth Advisors LLC boosted its holdings in shares of Avantis All Equity Markets ETF by 10.5% during the 4th quarter. Valued Wealth Advisors LLC now owns 1,172 shares of the company’s stock valued at $101,000 after purchasing an additional 111 shares during the last quarter.

Avantis All Equity Markets ETF Stock Performance

Shares of Avantis All Equity Markets ETF stock opened at $101.49 on Monday. The business has a 50-day moving average price of $98.83 and a 200-day moving average price of $94.67. Avantis All Equity Markets ETF has a twelve month low of $79.10 and a twelve month high of $101.79.

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. AVGE was launched on Sep 27, 2022 and is managed by American Century Investments.