Beaird Harris Wealth Management LLC lifted its holdings in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC – Free Report) by 13.0% in the second quarter, Holdings Channel reports. The firm owned 841,598 shares of the company’s stock after buying an additional 96,843 shares during the period. Avantis U.S. Large Cap Equity ETF comprises about 4.7% of Beaird Harris Wealth Management LLC’s portfolio, making the stock its 7th largest position. Beaird Harris Wealth Management LLC owned about 0.06% of Avantis U.S. Large Cap Equity ETF worth $75,710,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AVLC. Northwestern Mutual Wealth Management Co. raised its stake in Avantis U.S. Large Cap Equity ETF by 31,389.7% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 832,273 shares of the company’s stock valued at $65,433,000 after buying an additional 829,630 shares during the last quarter. Cypress Point Wealth Management LLC grew its stake in shares of Avantis U.S. Large Cap Equity ETF by 9.3% during the fourth quarter. Cypress Point Wealth Management LLC now owns 457,783 shares of the company’s stock worth $35,991,000 after acquiring an additional 39,065 shares during the last quarter. LPL Financial LLC grew its stake in shares of Avantis U.S. Large Cap Equity ETF by 25.4% during the fourth quarter. LPL Financial LLC now owns 417,911 shares of the company’s stock worth $32,856,000 after acquiring an additional 84,619 shares during the last quarter. GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in shares of Avantis U.S. Large Cap Equity ETF by 19.5% during the fourth quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 390,848 shares of the company’s stock valued at $30,728,000 after acquiring an additional 63,790 shares in the last quarter. Finally, Simplicity Wealth LLC increased its holdings in shares of Avantis U.S. Large Cap Equity ETF by 5.0% during the fourth quarter. Simplicity Wealth LLC now owns 374,075 shares of the company’s stock valued at $29,410,000 after acquiring an additional 17,867 shares in the last quarter.
Avantis U.S. Large Cap Equity ETF Stock Up 0.6%
Shares of Avantis U.S. Large Cap Equity ETF stock opened at $92.04 on Friday. The firm has a market capitalization of $1.42 billion, a P/E ratio of 22.04 and a beta of 1.01. The company has a 50 day moving average price of $89.38 and a 200 day moving average price of $84.71. Avantis U.S. Large Cap Equity ETF has a 52 week low of $72.76 and a 52 week high of $92.60.
Avantis U.S. Large Cap Equity ETF 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.
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