Allegiance Financial Group Advisory Services LLC Invests $208,000 in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)

Allegiance Financial Group Advisory Services LLC bought a new position in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 3,073 shares of the company’s stock, valued at approximately $208,000. Allegiance Financial Group Advisory Services LLC owned approximately 0.07% of Avantis U.S. Large Cap Equity ETF at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Waterfront Wealth Inc. grew its position in Avantis U.S. Large Cap Equity ETF by 17.0% during the fourth quarter. Waterfront Wealth Inc. now owns 22,444 shares of the company’s stock valued at $1,516,000 after buying an additional 3,257 shares during the period. Pacific Life Fund Advisors LLC grew its position in Avantis U.S. Large Cap Equity ETF by 18.0% during the fourth quarter. Pacific Life Fund Advisors LLC now owns 1,172,118 shares of the company’s stock valued at $79,177,000 after buying an additional 178,708 shares during the period. Chicago Partners Investment Group LLC grew its position in Avantis U.S. Large Cap Equity ETF by 3.9% during the fourth quarter. Chicago Partners Investment Group LLC now owns 14,687 shares of the company’s stock valued at $1,001,000 after buying an additional 553 shares during the period. Cypress Point Wealth Management LLC grew its position in Avantis U.S. Large Cap Equity ETF by 31.2% during the fourth quarter. Cypress Point Wealth Management LLC now owns 326,175 shares of the company’s stock valued at $22,033,000 after buying an additional 77,581 shares during the period. Finally, Grimes & Company Inc. grew its position in Avantis U.S. Large Cap Equity ETF by 610.4% during the fourth quarter. Grimes & Company Inc. now owns 68,012 shares of the company’s stock valued at $4,594,000 after buying an additional 58,438 shares during the period.

Avantis U.S. Large Cap Equity ETF Stock Performance

AVLC opened at $68.47 on Thursday. The firm has a market cap of $295.79 million, a P/E ratio of 20.27 and a beta of 1.06. The firm has a 50-day moving average of $69.18 and a 200 day moving average of $67.55. Avantis U.S. Large Cap Equity ETF has a fifty-two week low of $58.16 and a fifty-two week high of $70.89.

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.