Mendota Financial Group LLC Has $9.79 Million Stock Holdings in Avantis U.S. Large Cap Equity ETF $AVLC

Mendota Financial Group LLC boosted its stake in shares of Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLCFree Report) by 17.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 108,849 shares of the company’s stock after buying an additional 16,224 shares during the quarter. Avantis U.S. Large Cap Equity ETF makes up approximately 6.1% of Mendota Financial Group LLC’s portfolio, making the stock its 6th biggest position. Mendota Financial Group LLC owned 0.73% of Avantis U.S. Large Cap Equity ETF worth $9,792,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Beaird Harris Wealth Management LLC lifted its stake in shares of Avantis U.S. Large Cap Equity ETF by 13.0% in the second quarter. Beaird Harris Wealth Management LLC now owns 841,598 shares of the company’s stock worth $75,710,000 after acquiring an additional 96,843 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in Avantis U.S. Large Cap Equity ETF by 31,389.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 832,273 shares of the company’s stock worth $65,433,000 after purchasing an additional 829,630 shares during the last quarter. Cypress Point Wealth Management LLC lifted its position in shares of Avantis U.S. Large Cap Equity ETF by 9.3% in the 4th quarter. Cypress Point Wealth Management LLC now owns 457,783 shares of the company’s stock worth $35,991,000 after purchasing an additional 39,065 shares during the period. LPL Financial LLC boosted its stake in shares of Avantis U.S. Large Cap Equity ETF by 25.4% in the 4th quarter. LPL Financial LLC now owns 417,911 shares of the company’s stock valued at $32,856,000 after purchasing an additional 84,619 shares during the last quarter. Finally, GRIMES & Co WEALTH MANAGEMENT LLC boosted its stake in shares of Avantis U.S. Large Cap Equity ETF by 19.5% in the 4th quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 390,848 shares of the company’s stock valued at $30,728,000 after purchasing an additional 63,790 shares during the last quarter.

Avantis U.S. Large Cap Equity ETF Stock Up 0.1%

Shares of NYSEARCA AVLC opened at $92.12 on Tuesday. The company has a market capitalization of $1.42 billion, a PE ratio of 22.04 and a beta of 1.01. Avantis U.S. Large Cap Equity ETF has a twelve month low of $72.76 and a twelve month high of $92.60. The firm has a fifty day simple moving average of $89.43 and a 200 day simple moving average of $84.82.

Avantis U.S. Large Cap Equity ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)

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