Curio Wealth LLC Acquires 8,658 Shares of Avantis All Equity Markets ETF $AVGE

Curio Wealth LLC increased its holdings in Avantis All Equity Markets ETF (NYSEARCA:AVGE) by 72.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,570 shares of the company’s stock after buying an additional 8,658 shares during the period. Avantis All Equity Markets ETF comprises approximately 0.6% of Curio Wealth LLC’s investment portfolio, making the stock its 22nd biggest holding. Curio Wealth LLC owned about 0.25% of Avantis All Equity Markets ETF worth $1,786,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of AVGE. Greenspring Advisors LLC acquired a new position in shares of Avantis All Equity Markets ETF during the fourth quarter worth $14,972,000. Meredith Wealth Planning increased its position in shares of Avantis All Equity Markets ETF by 44.9% during the fourth quarter. Meredith Wealth Planning now owns 232,703 shares of the company’s stock worth $19,992,000 after purchasing an additional 72,141 shares in the last quarter. Frankly Finances LLC acquired a new position in shares of Avantis All Equity Markets ETF during the fourth quarter worth $4,436,000. Cogent Private Wealth Inc. acquired a new position in shares of Avantis All Equity Markets ETF during the fourth quarter worth $2,606,000. Finally, Axxcess Wealth Management LLC acquired a new position in shares of Avantis All Equity Markets ETF during the fourth quarter worth $2,304,000.

Avantis All Equity Markets ETF Stock Up 0.5%

Shares of AVGE stock opened at $99.60 on Friday. The business’s fifty day simple moving average is $94.50 and its 200-day simple moving average is $90.59. Avantis All Equity Markets ETF has a 12-month low of $75.20 and a 12-month high of $99.74.

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.