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

Mendota Financial Group LLC raised its holdings in Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC) by 17.5% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 108,849 shares of the company’s stock after acquiring an additional 16,224 shares during the quarter. Avantis U.S. Large Cap Equity ETF accounts for 6.1% of Mendota Financial Group LLC’s investment portfolio, making the stock its 6th biggest holding. Mendota Financial Group LLC’s holdings in Avantis U.S. Large Cap Equity ETF were worth $9,792,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of AVLC. Beaird Harris Wealth Management LLC grew its position in shares of Avantis U.S. Large Cap Equity ETF by 13.0% during the 2nd quarter. Beaird Harris Wealth Management LLC now owns 841,598 shares of the company’s stock worth $75,710,000 after buying an additional 96,843 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in shares of Avantis U.S. Large Cap Equity ETF by 31,389.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 832,273 shares of the company’s stock valued at $65,433,000 after acquiring an additional 829,630 shares in the last quarter. Cypress Point Wealth Management LLC lifted its position in shares of Avantis U.S. Large Cap Equity ETF by 9.3% during the 4th quarter. Cypress Point Wealth Management LLC now owns 457,783 shares of the company’s stock valued at $35,991,000 after acquiring an additional 39,065 shares during the period. LPL Financial LLC lifted its position in shares of Avantis U.S. Large Cap Equity ETF by 25.4% during the 4th quarter. LPL Financial LLC now owns 417,911 shares of the company’s stock valued at $32,856,000 after acquiring an additional 84,619 shares during the period. Finally, GRIMES & Co WEALTH MANAGEMENT LLC boosted its stake in Avantis U.S. Large Cap Equity ETF by 19.5% during the fourth quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 390,848 shares of the company’s stock worth $30,728,000 after acquiring an additional 63,790 shares in 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 firm has a market cap of $1.42 billion, a PE ratio of 22.04 and a beta of 1.01. The company’s fifty day simple moving average is $89.43 and its 200 day simple moving average is $84.82. Avantis U.S. Large Cap Equity ETF has a 12-month low of $72.76 and a 12-month high of $92.60.

Avantis U.S. Large Cap Equity ETF Profile

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.