Avantis U.S. Equity ETF $AVUS Holdings Boosted by Planwiser Financial LLC

Planwiser Financial LLC grew its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 6.0% during the 3rd quarter, Holdings Channel reports. The firm owned 121,956 shares of the company’s stock after purchasing an additional 6,913 shares during the quarter. Avantis U.S. Equity ETF makes up approximately 10.7% of Planwiser Financial LLC’s investment portfolio, making the stock its largest position. Planwiser Financial LLC’s holdings in Avantis U.S. Equity ETF were worth $13,472,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of AVUS. EverSource Wealth Advisors LLC boosted its holdings in Avantis U.S. Equity ETF by 138.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock worth $36,000 after buying an additional 208 shares during the last quarter. Parkside Financial Bank & Trust increased its stake in Avantis U.S. Equity ETF by 151.0% during the 3rd quarter. Parkside Financial Bank & Trust now owns 394 shares of the company’s stock worth $43,000 after buying an additional 237 shares in the last quarter. Trust Co. of Vermont acquired a new position in shares of Avantis U.S. Equity ETF during the third quarter valued at approximately $51,000. Promus Capital LLC purchased a new position in shares of Avantis U.S. Equity ETF in the second quarter valued at approximately $48,000. Finally, Assetmark Inc. lifted its position in shares of Avantis U.S. Equity ETF by 116.0% in the third quarter. Assetmark Inc. now owns 579 shares of the company’s stock valued at $63,000 after acquiring an additional 311 shares in the last quarter.

Avantis U.S. Equity ETF Price Performance

Shares of NYSEARCA:AVUS opened at $113.22 on Friday. Avantis U.S. Equity ETF has a 1 year low of $79.20 and a 1 year high of $118.27. The firm has a market capitalization of $10.82 billion, a PE ratio of 20.35 and a beta of 1.02. The business’s 50 day moving average price is $115.35 and its 200-day moving average price is $111.30.

Avantis U.S. Equity ETF Profile

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.