Ehrlich Financial Group Has $16.36 Million Holdings in Avantis U.S. Equity ETF $AVUS

Ehrlich Financial Group boosted its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 76.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 127,765 shares of the company’s stock after buying an additional 55,435 shares during the period. Avantis U.S. Equity ETF makes up about 8.4% of Ehrlich Financial Group’s investment portfolio, making the stock its biggest position. Ehrlich Financial Group’s holdings in Avantis U.S. Equity ETF were worth $16,364,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Beaird Harris Wealth Management LLC acquired a new stake in Avantis U.S. Equity ETF during the 2nd quarter worth $175,000. Gradient Investments LLC raised its position in shares of Avantis U.S. Equity ETF by 35.1% during the 2nd quarter. Gradient Investments LLC now owns 483,502 shares of the company’s stock valued at $61,927,000 after acquiring an additional 125,746 shares during the last quarter. Invariant Investment Management lifted its stake in shares of Avantis U.S. Equity ETF by 2.7% in the 2nd quarter. Invariant Investment Management now owns 23,562 shares of the company’s stock valued at $3,014,000 after purchasing an additional 613 shares during the period. 3 Factor Indexing LLC lifted its stake in shares of Avantis U.S. Equity ETF by 12.4% in the 2nd quarter. 3 Factor Indexing LLC now owns 74,457 shares of the company’s stock valued at $9,536,000 after purchasing an additional 8,233 shares during the period. Finally, Quantum Financial Advisors LLC boosted its position in shares of Avantis U.S. Equity ETF by 3.4% in the 2nd quarter. Quantum Financial Advisors LLC now owns 907,573 shares of the company’s stock worth $116,242,000 after purchasing an additional 29,427 shares during the last quarter.

Avantis U.S. Equity ETF Stock Up 0.4%

Shares of Avantis U.S. Equity ETF stock opened at $131.18 on Friday. Avantis U.S. Equity ETF has a 12 month low of $103.22 and a 12 month high of $132.19. The business has a fifty day simple moving average of $127.45 and a 200 day simple moving average of $120.97. The stock has a market cap of $14.40 billion, a PE ratio of 20.35 and a beta of 0.99.

Avantis U.S. Equity ETF Company 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.