WMG Financial Advisors LLC Grows Holdings in Avantis All Equity Markets ETF $AVGE
by Scott Moore · The Cerbat GemWMG Financial Advisors LLC boosted its position in Avantis All Equity Markets ETF (NYSEARCA:AVGE – Free Report) by 3.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,504 shares of the company’s stock after buying an additional 563 shares during the quarter. WMG Financial Advisors LLC owned 0.26% of Avantis All Equity Markets ETF worth $1,434,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Beaird Harris Wealth Management LLC lifted its holdings in Avantis All Equity Markets ETF by 105.4% in the 1st quarter. Beaird Harris Wealth Management LLC now owns 721 shares of the company’s stock worth $51,000 after buying an additional 370 shares in the last quarter. Allworth Financial LP acquired a new position in Avantis All Equity Markets ETF in the 1st quarter worth $63,000. Northwest Wealth Management LLC acquired a new position in Avantis All Equity Markets ETF in the 1st quarter worth $208,000. Canvas Wealth Advisors LLC acquired a new stake in shares of Avantis All Equity Markets ETF during the first quarter worth approximately $215,000. Finally, Great Point Wealth Advisors LLC grew its position in shares of Avantis All Equity Markets ETF by 5.2% during the first quarter. Great Point Wealth Advisors LLC now owns 3,552 shares of the company’s stock worth $253,000 after buying an additional 177 shares in the last quarter.
Avantis All Equity Markets ETF Price Performance
AVGE stock opened at $83.41 on Friday. Avantis All Equity Markets ETF has a twelve month low of $61.77 and a twelve month high of $84.30. The firm has a 50 day simple moving average of $81.77 and a 200-day simple moving average of $76.63.
About Avantis All Equity Markets ETF
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.
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