Prosperity Planning Inc. Buys 7,662 Shares of Avantis U.S. Large Cap Equity ETF $AVLC

Prosperity Planning Inc. lifted its stake in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) by 5.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 151,352 shares of the company’s stock after purchasing an additional 7,662 shares during the quarter. Avantis U.S. Large Cap Equity ETF comprises about 3.1% of Prosperity Planning Inc.’s portfolio, making the stock its 9th largest holding. Prosperity Planning Inc. owned about 1.02% of Avantis U.S. Large Cap Equity ETF worth $13,616,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of AVLC. Strategic Blueprint LLC purchased a new stake in Avantis U.S. Large Cap Equity ETF during the 4th quarter worth approximately $11,079,000. Private Wealth Asset Management LLC purchased a new position in shares of Avantis U.S. Large Cap Equity ETF in the fourth quarter worth $2,220,000. Allworth Financial LP raised its holdings in shares of Avantis U.S. Large Cap Equity ETF by 343.7% in the fourth quarter. Allworth Financial LP now owns 173,696 shares of the company’s stock worth $13,656,000 after buying an additional 134,553 shares during the last quarter. Lloyd Advisory Services LLC. acquired a new stake in shares of Avantis U.S. Large Cap Equity ETF during the fourth quarter worth $606,000. Finally, Hills Bank & Trust Co acquired a new stake in shares of Avantis U.S. Large Cap Equity ETF during the fourth quarter worth $1,138,000.

Avantis U.S. Large Cap Equity ETF Price Performance

Shares of AVLC opened at $92.12 on Tuesday. The company’s fifty day moving average price is $89.43 and its 200-day moving average price is $84.82. Avantis U.S. Large Cap Equity ETF has a 1-year low of $72.76 and a 1-year high of $92.60. The firm has a market capitalization of $1.42 billion, a PE ratio of 22.04 and a beta of 1.01.

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.