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

WR Wealth Planners LLC boosted its holdings in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 7.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 27,618 shares of the company’s stock after acquiring an additional 1,870 shares during the quarter. Avantis All Equity Markets ETF accounts for about 0.6% of WR Wealth Planners LLC’s investment portfolio, making the stock its 25th largest holding. WR Wealth Planners LLC owned 0.55% of Avantis All Equity Markets ETF worth $1,999,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Magnolia Private Wealth LLC acquired a new stake in Avantis All Equity Markets ETF during the 4th quarter worth about $904,000. Wealthstream Advisors Inc. boosted its position in Avantis All Equity Markets ETF by 19.0% during the 4th quarter. Wealthstream Advisors Inc. now owns 145,224 shares of the company’s stock worth $10,510,000 after acquiring an additional 23,143 shares during the period. Werba Rubin Papier Wealth Management boosted its position in Avantis All Equity Markets ETF by 8.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 24,632 shares of the company’s stock worth $1,783,000 after acquiring an additional 1,975 shares during the period. Meredith Wealth Planning boosted its position in Avantis All Equity Markets ETF by 58.0% during the 4th quarter. Meredith Wealth Planning now owns 82,919 shares of the company’s stock worth $6,001,000 after acquiring an additional 30,450 shares during the period. Finally, Waypoint Wealth Partners Inc. boosted its position in Avantis All Equity Markets ETF by 16.5% during the 4th quarter. Waypoint Wealth Partners Inc. now owns 8,357 shares of the company’s stock worth $605,000 after acquiring an additional 1,182 shares during the period.

Avantis All Equity Markets ETF Price Performance

Shares of Avantis All Equity Markets ETF stock opened at $73.78 on Friday. The firm has a market cap of $478.83 million, a price-to-earnings ratio of 16.74 and a beta of 1.05. Avantis All Equity Markets ETF has a 52-week low of $65.71 and a 52-week high of $76.92. The stock has a 50-day simple moving average of $74.03 and a 200-day simple moving average of $73.70.

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.