WR Wealth Planners LLC Has $2 Million Stake in Avantis All Equity Markets ETF (NYSEARCA:AVGE)

WR Wealth Planners LLC grew its position in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 7.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,618 shares of the company’s stock after buying an additional 1,870 shares during the quarter. Avantis All Equity Markets ETF makes up about 0.6% of WR Wealth Planners LLC’s investment portfolio, making the stock its 25th largest holding. WR Wealth Planners LLC’s holdings in Avantis All Equity Markets ETF were worth $1,999,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. Strategic Blueprint LLC raised its stake in shares of Avantis All Equity Markets ETF by 1.9% in the 4th quarter. Strategic Blueprint LLC now owns 7,497 shares of the company’s stock valued at $543,000 after acquiring an additional 139 shares in the last quarter. Great Point Wealth Advisors LLC raised its stake in shares of Avantis All Equity Markets ETF by 5.2% in the 4th quarter. Great Point Wealth Advisors LLC now owns 3,375 shares of the company’s stock valued at $244,000 after acquiring an additional 167 shares in the last quarter. WESPAC Advisors SoCal LLC raised its stake in shares of Avantis All Equity Markets ETF by 5.1% in the 4th quarter. WESPAC Advisors SoCal LLC now owns 4,234 shares of the company’s stock valued at $306,000 after acquiring an additional 206 shares in the last quarter. Evanson Asset Management LLC raised its stake in shares of Avantis All Equity Markets ETF by 1.1% in the 4th quarter. Evanson Asset Management LLC now owns 23,620 shares of the company’s stock valued at $1,709,000 after acquiring an additional 254 shares in the last quarter. Finally, TCI Wealth Advisors Inc. raised its stake in shares of Avantis All Equity Markets ETF by 5.1% in the 4th quarter. TCI Wealth Advisors Inc. now owns 5,406 shares of the company’s stock valued at $391,000 after acquiring an additional 263 shares in the last quarter.

Avantis All Equity Markets ETF Stock Performance

Shares of AVGE stock opened at $73.78 on Friday. The stock’s 50 day simple moving average is $74.03 and its 200 day simple moving average is $73.70. Avantis All Equity Markets ETF has a twelve month low of $65.71 and a twelve month high of $76.92. The company has a market capitalization of $478.83 million, a price-to-earnings ratio of 16.74 and a beta of 1.05.

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.