Avantis All Equity Markets ETF (NYSEARCA:AVGE) Shares Acquired by Collaborative Wealth Managment Inc.

Collaborative Wealth Managment Inc. lifted its position in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 5.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 32,420 shares of the company’s stock after acquiring an additional 1,805 shares during the period. Avantis All Equity Markets ETF comprises approximately 1.1% of Collaborative Wealth Managment Inc.’s holdings, making the stock its 23rd largest holding. Collaborative Wealth Managment Inc. owned about 0.64% of Avantis All Equity Markets ETF worth $2,346,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Parkworth Wealth Management Inc. bought a new position in Avantis All Equity Markets ETF during the 4th quarter worth $28,000. JPMorgan Chase & Co. bought a new position in Avantis All Equity Markets ETF during the 3rd quarter worth $34,000. LRI Investments LLC bought a new position in Avantis All Equity Markets ETF during the 3rd quarter worth $93,000. EverSource Wealth Advisors LLC grew its stake in Avantis All Equity Markets ETF by 81.0% during the 4th quarter. EverSource Wealth Advisors LLC now owns 1,815 shares of the company’s stock worth $131,000 after buying an additional 812 shares during the last quarter. Finally, Red Lighthouse Investment Management LLC grew its stake in Avantis All Equity Markets ETF by 73.9% during the 4th quarter. Red Lighthouse Investment Management LLC now owns 2,109 shares of the company’s stock worth $153,000 after buying an additional 896 shares during the last quarter.

Avantis All Equity Markets ETF Price Performance

Shares of AVGE opened at $71.60 on Friday. The company has a market cap of $464.68 million, a P/E ratio of 16.74 and a beta of 1.05. The stock has a fifty day moving average price of $73.83 and a 200 day moving average price of $73.77. Avantis All Equity Markets ETF has a 12 month low of $65.71 and a 12 month high of $76.92.

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.