Financial Plan Inc. Invests $902,000 in Avantis All Equity Markets ETF $AVGE

Financial Plan Inc. purchased a new position in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 10,498 shares of the company’s stock, valued at approximately $902,000. Financial Plan Inc. owned approximately 0.13% of Avantis All Equity Markets ETF as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the business. HUB Investment Partners LLC raised its holdings in shares of Avantis All Equity Markets ETF by 1.2% during the 2nd quarter. HUB Investment Partners LLC now owns 10,459 shares of the company’s stock worth $810,000 after buying an additional 126 shares in the last quarter. Red Lighthouse Investment Management LLC raised its holdings in shares of Avantis All Equity Markets ETF by 6.2% during the 3rd quarter. Red Lighthouse Investment Management LLC now owns 2,361 shares of the company’s stock worth $197,000 after buying an additional 138 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of Avantis All Equity Markets ETF by 5.6% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 2,677 shares of the company’s stock worth $223,000 after buying an additional 141 shares in the last quarter. Plancorp LLC raised its holdings in shares of Avantis All Equity Markets ETF by 1.5% during the 3rd quarter. Plancorp LLC now owns 9,334 shares of the company’s stock worth $779,000 after buying an additional 142 shares in the last quarter. Finally, Arlington Financial Advisors LLC raised its holdings in shares of Avantis All Equity Markets ETF by 4.0% during the 4th quarter. Arlington Financial Advisors LLC now owns 3,786 shares of the company’s stock worth $325,000 after buying an additional 147 shares in the last quarter.

Avantis All Equity Markets ETF Price Performance

Avantis All Equity Markets ETF stock opened at $94.00 on Wednesday. Avantis All Equity Markets ETF has a 52 week low of $67.47 and a 52 week high of $95.36. The stock has a fifty day moving average of $90.73 and a 200-day moving average of $87.78.

Avantis All Equity Markets ETF Company 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.