Avantis U.S. Equity ETF $AVUS Stock Holdings Lessened by Lakeridge Wealth Management LLC

Lakeridge Wealth Management LLC decreased its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 6.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 75,363 shares of the company’s stock after selling 4,917 shares during the quarter. Avantis U.S. Equity ETF comprises about 3.8% of Lakeridge Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. Lakeridge Wealth Management LLC’s holdings in Avantis U.S. Equity ETF were worth $8,424,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC purchased a new stake in shares of Avantis U.S. Equity ETF during the 4th quarter valued at about $670,000. Cetera Investment Advisers grew its position in Avantis U.S. Equity ETF by 8.8% in the second quarter. Cetera Investment Advisers now owns 39,809 shares of the company’s stock worth $4,014,000 after acquiring an additional 3,217 shares in the last quarter. MAI Capital Management bought a new stake in Avantis U.S. Equity ETF during the second quarter worth approximately $329,000. AlphaCore Capital LLC increased its stake in Avantis U.S. Equity ETF by 544,575.0% during the second quarter. AlphaCore Capital LLC now owns 65,361 shares of the company’s stock worth $6,590,000 after acquiring an additional 65,349 shares during the last quarter. Finally, Cozad Asset Management Inc. raised its position in Avantis U.S. Equity ETF by 7.8% during the second quarter. Cozad Asset Management Inc. now owns 17,016 shares of the company’s stock valued at $1,716,000 after purchasing an additional 1,229 shares during the period.

Avantis U.S. Equity ETF Price Performance

NYSEARCA:AVUS opened at $109.99 on Friday. The firm has a market capitalization of $10.52 billion, a price-to-earnings ratio of 20.35 and a beta of 1.02. Avantis U.S. Equity ETF has a 1 year low of $79.20 and a 1 year high of $118.27. The business has a 50 day simple moving average of $115.15 and a 200-day simple moving average of $111.72.

About Avantis U.S. Equity ETF

The Avantis U.S. Equity ETF (AVUS) is an exchange-traded fund that is based on the Russell 3000 index. The fund is an actively managed portfolio of US equities of all market capitalizations, with a bias toward smaller, more profitable or value companies. AVUS was launched on Sep 24, 2019 and is managed by American Century Investments.