Corient Private Wealth LLC Trims Stock Holdings in Avantis U.S. Large Cap Equity ETF $AVLC

Corient Private Wealth LLC reduced its holdings in shares of Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) by 68.7% in the second quarter, according to its most recent filing with the SEC. The fund owned 7,085 shares of the company’s stock after selling 15,580 shares during the period. Corient Private Wealth LLC owned about 0.08% of Avantis U.S. Large Cap Equity ETF worth $483,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Simplicity Wealth LLC increased its stake in Avantis U.S. Large Cap Equity ETF by 111.9% in the second quarter. Simplicity Wealth LLC now owns 717,174 shares of the company’s stock worth $50,948,000 after purchasing an additional 378,662 shares during the period. Envestnet Asset Management Inc. boosted its stake in shares of Avantis U.S. Large Cap Equity ETF by 8.0% during the second quarter. Envestnet Asset Management Inc. now owns 479,854 shares of the company’s stock valued at $34,089,000 after purchasing an additional 35,717 shares during the period. Beaird Harris Wealth Management LLC grew its holdings in shares of Avantis U.S. Large Cap Equity ETF by 6.3% in the first quarter. Beaird Harris Wealth Management LLC now owns 456,265 shares of the company’s stock worth $29,292,000 after purchasing an additional 27,025 shares during the last quarter. Ridgeline Wealth LLC purchased a new position in Avantis U.S. Large Cap Equity ETF in the 2nd quarter worth about $29,231,000. Finally, JPMorgan Chase & Co. purchased a new position in Avantis U.S. Large Cap Equity ETF in the 2nd quarter worth about $28,624,000.

Avantis U.S. Large Cap Equity ETF Price Performance

Shares of AVLC opened at $79.65 on Monday. The firm has a market capitalization of $836.33 million, a price-to-earnings ratio of 22.04 and a beta of 1.07. Avantis U.S. Large Cap Equity ETF has a 1-year low of $55.47 and a 1-year high of $79.87. The company has a 50-day moving average of $77.86 and a 200 day moving average of $75.04.

Avantis U.S. Large Cap Equity ETF Company 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.