Envision Financial Planning LLC Purchases 1,114 Shares of Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC)

Envision Financial Planning LLC grew its position in Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 94,288 shares of the company’s stock after acquiring an additional 1,114 shares during the quarter. Avantis U.S. Mid Cap Equity ETF comprises about 3.2% of Envision Financial Planning LLC’s portfolio, making the stock its 12th largest position. Envision Financial Planning LLC owned 0.10% of Avantis U.S. Mid Cap Equity ETF worth $6,128,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. McIlrath & Eck LLC lifted its stake in Avantis U.S. Mid Cap Equity ETF by 8.9% in the third quarter. McIlrath & Eck LLC now owns 593,143 shares of the company’s stock worth $38,115,000 after purchasing an additional 48,312 shares during the last quarter. Proathlete Wealth Management LLC lifted its stake in shares of Avantis U.S. Mid Cap Equity ETF by 7.0% during the 4th quarter. Proathlete Wealth Management LLC now owns 138,367 shares of the company’s stock worth $8,993,000 after acquiring an additional 8,998 shares during the last quarter. CGN Advisors LLC boosted its holdings in Avantis U.S. Mid Cap Equity ETF by 2.9% during the 4th quarter. CGN Advisors LLC now owns 96,094 shares of the company’s stock valued at $6,245,000 after acquiring an additional 2,724 shares during the period. American Century Companies Inc. boosted its holdings in Avantis U.S. Mid Cap Equity ETF by 8.3% during the 4th quarter. American Century Companies Inc. now owns 94,566 shares of the company’s stock valued at $6,146,000 after acquiring an additional 7,277 shares during the period. Finally, LPL Financial LLC grew its position in Avantis U.S. Mid Cap Equity ETF by 26.5% in the 4th quarter. LPL Financial LLC now owns 47,110 shares of the company’s stock valued at $3,062,000 after acquiring an additional 9,865 shares during the last quarter.

Avantis U.S. Mid Cap Equity ETF Trading Up 1.4 %

Shares of AVMC opened at $57.69 on Friday. The firm has a market capitalization of $147.69 million, a P/E ratio of 17.80 and a beta of 0.98. Avantis U.S. Mid Cap Equity ETF has a 12-month low of $53.29 and a 12-month high of $70.73. The firm has a fifty day moving average price of $63.10 and a 200-day moving average price of $65.39.

Avantis U.S. Mid Cap Equity ETF Increases Dividend

The company also recently declared a dividend, which was paid on Thursday, March 27th. Investors of record on Tuesday, March 25th were issued a $0.1878 dividend. This is a positive change from Avantis U.S. Mid Cap Equity ETF’s previous dividend of $0.16. The ex-dividend date was Tuesday, March 25th.

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.