BIP Wealth LLC Has $335,000 Holdings in Avantis U.S. Large Cap Value ETF $AVLV

BIP Wealth LLC decreased its position in Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV) by 34.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,907 shares of the company’s stock after selling 2,589 shares during the quarter. BIP Wealth LLC’s holdings in Avantis U.S. Large Cap Value ETF were worth $335,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Creative Capital Management Investments LLC boosted its stake in Avantis U.S. Large Cap Value ETF by 286.9% in the 2nd quarter. Creative Capital Management Investments LLC now owns 2,875 shares of the company’s stock valued at $196,000 after purchasing an additional 2,132 shares during the period. Lam Group Inc. increased its position in Avantis U.S. Large Cap Value ETF by 28.9% during the 2nd quarter. Lam Group Inc. now owns 9,615 shares of the company’s stock worth $656,000 after buying an additional 2,155 shares during the period. Comprehensive Financial Planning Inc. PA lifted its holdings in shares of Avantis U.S. Large Cap Value ETF by 4.1% during the first quarter. Comprehensive Financial Planning Inc. PA now owns 10,067 shares of the company’s stock worth $657,000 after buying an additional 392 shares in the last quarter. Cloud Capital Management LLC bought a new stake in shares of Avantis U.S. Large Cap Value ETF in the first quarter valued at about $995,000. Finally, Parallel Advisors LLC boosted its position in shares of Avantis U.S. Large Cap Value ETF by 211.1% in the second quarter. Parallel Advisors LLC now owns 21,740 shares of the company’s stock valued at $1,483,000 after acquiring an additional 14,753 shares during the period.

Avantis U.S. Large Cap Value ETF Stock Performance

AVLV stock opened at $72.81 on Friday. Avantis U.S. Large Cap Value ETF has a 52 week low of $55.67 and a 52 week high of $73.07. The company has a market capitalization of $8.42 billion, a PE ratio of 15.70 and a beta of 0.99. The company’s 50-day simple moving average is $71.87 and its 200 day simple moving average is $68.32.

Avantis U.S. Large Cap Value ETF Profile

The Avantis U.S. Large Cap Value ETF (AVLV) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively-managed portfolio of US large-cap value companies selected based on fundamental criteria. AVLV was launched on Sep 21, 2021 and is managed by American Century Investments.