AE Wealth Management LLC Raises Position in Avantis U.S. Mid Cap Equity ETF $AVMC

AE Wealth Management LLC grew its stake in Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) by 37.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,785 shares of the company’s stock after purchasing an additional 20,097 shares during the quarter. AE Wealth Management LLC’s holdings in Avantis U.S. Mid Cap Equity ETF were worth $5,134,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. CFS Investment Advisory Services LLC raised its position in Avantis U.S. Mid Cap Equity ETF by 234.4% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 11,173 shares of the company’s stock valued at $781,000 after buying an additional 7,832 shares during the last quarter. Chicago Partners Investment Group LLC grew its stake in shares of Avantis U.S. Mid Cap Equity ETF by 5.2% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 61,831 shares of the company’s stock worth $4,302,000 after acquiring an additional 3,048 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC raised its holdings in shares of Avantis U.S. Mid Cap Equity ETF by 929.7% in the third quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 345,444 shares of the company’s stock valued at $24,036,000 after purchasing an additional 311,897 shares during the last quarter. Gradient Capital Advisors LLC lifted its position in shares of Avantis U.S. Mid Cap Equity ETF by 29.5% during the third quarter. Gradient Capital Advisors LLC now owns 15,423 shares of the company’s stock valued at $1,073,000 after purchasing an additional 3,512 shares in the last quarter. Finally, McIlrath & Eck LLC lifted its position in shares of Avantis U.S. Mid Cap Equity ETF by 3.7% during the third quarter. McIlrath & Eck LLC now owns 711,152 shares of the company’s stock valued at $49,483,000 after purchasing an additional 25,241 shares in the last quarter. Institutional investors own 0.13% of the company’s stock.

Avantis U.S. Mid Cap Equity ETF Stock Down 0.7%

Shares of AVMC stock opened at $73.35 on Friday. Avantis U.S. Mid Cap Equity ETF has a 52-week low of $53.29 and a 52-week high of $74.78. The company has a 50-day simple moving average of $72.02 and a two-hundred day simple moving average of $69.89.

About Avantis U.S. Mid Cap Equity ETF

The Avantis U.S. Mid Cap Equity ETF (AVMC) is an exchange-traded fund that mostly invests in mid cap equity. The fund seeks long-term capital appreciation through an actively managed portfolio of US mid-cap companies selected based on fundamental criteria. AVMC was launched on Nov 7, 2023 and is issued by American Century Investments.