Collaborative Wealth Managment Inc. Trims Stock Holdings in Avantis All Equity Markets ETF $AVGE

Collaborative Wealth Managment Inc. lessened its stake in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 85.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,639 shares of the company’s stock after selling 28,298 shares during the quarter. Collaborative Wealth Managment Inc.’s holdings in Avantis All Equity Markets ETF were worth $408,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Torren Management LLC purchased a new stake in shares of Avantis All Equity Markets ETF in the 4th quarter valued at approximately $36,000. JPMorgan Chase & Co. boosted its position in shares of Avantis All Equity Markets ETF by 309.3% during the 2nd quarter. JPMorgan Chase & Co. now owns 663 shares of the company’s stock worth $51,000 after purchasing an additional 501 shares during the period. Arax Advisory Partners acquired a new stake in Avantis All Equity Markets ETF in the 4th quarter valued at approximately $57,000. Valued Wealth Advisors LLC increased its holdings in Avantis All Equity Markets ETF by 10.5% in the 4th quarter. Valued Wealth Advisors LLC now owns 1,172 shares of the company’s stock valued at $101,000 after purchasing an additional 111 shares during the last quarter. Finally, Private Wealth Management Group LLC raised its position in Avantis All Equity Markets ETF by 63.0% in the fourth quarter. Private Wealth Management Group LLC now owns 1,219 shares of the company’s stock valued at $105,000 after purchasing an additional 471 shares during the period.

Avantis All Equity Markets ETF Stock Performance

NYSEARCA:AVGE opened at $99.22 on Thursday. The stock’s fifty day moving average is $98.27 and its two-hundred day moving average is $93.32. Avantis All Equity Markets ETF has a 52 week low of $77.13 and a 52 week high of $100.30.

Avantis All Equity Markets ETF Company Profile

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. AVGE was launched on Sep 27, 2022 and is managed by American Century Investments.