GEN Financial Management INC. Buys Shares of 10,108 Avantis U.S. Mid Cap Equity ETF $AVMC

GEN Financial Management INC. purchased a new position in Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 10,108 shares of the company’s stock, valued at approximately $714,000. Avantis U.S. Mid Cap Equity ETF comprises 0.4% of GEN Financial Management INC.’s investment portfolio, making the stock its 28th largest position. GEN Financial Management INC. owned about 0.27% of Avantis U.S. Mid Cap Equity ETF as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. CFS Investment Advisory Services LLC grew its stake in shares of 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 purchasing an additional 7,832 shares during the period. American Century Companies Inc. grew its holdings in shares of Avantis U.S. Mid Cap Equity ETF by 7.4% during the second quarter. American Century Companies Inc. now owns 118,620 shares of the company’s stock worth $7,851,000 after purchasing an additional 8,184 shares during the last quarter. Balance Wealth LLC acquired a new stake in shares of Avantis U.S. Mid Cap Equity ETF in the second quarter valued at $2,154,000. Mendota Financial Group LLC increased its stake in shares of Avantis U.S. Mid Cap Equity ETF by 24.5% in the third quarter. Mendota Financial Group LLC now owns 45,896 shares of the company’s stock valued at $3,194,000 after buying an additional 9,017 shares in the last quarter. Finally, 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 buying an additional 311,897 shares during the last quarter. Institutional investors and hedge funds own 0.13% of the company’s stock.

Avantis U.S. Mid Cap Equity ETF Stock Performance

AVMC opened at $70.50 on Tuesday. Avantis U.S. Mid Cap Equity ETF has a 1-year low of $53.29 and a 1-year high of $76.88. The firm has a 50-day moving average price of $74.11 and a two-hundred day moving average price of $71.60.

Avantis U.S. Mid Cap Equity ETF Company Profile

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.