Herold Advisors Inc. Buys 84,596 Shares of Avantis U.S. Equity ETF $AVUS

Herold Advisors Inc. bought a new stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 84,596 shares of the company’s stock, valued at approximately $10,836,000. Avantis U.S. Equity ETF makes up about 2.0% of Herold Advisors Inc.’s portfolio, making the stock its 7th largest holding. Herold Advisors Inc. owned about 0.07% of Avantis U.S. Equity ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in AVUS. Triumph Capital Management purchased a new position in Avantis U.S. Equity ETF during the third quarter worth about $27,000. Anchor Investment Management LLC acquired a new position in Avantis U.S. Equity ETF during the second quarter worth about $53,000. Harbor Asset Planning Inc. increased its stake in Avantis U.S. Equity ETF by 150.2% in the 1st quarter. Harbor Asset Planning Inc. now owns 713 shares of the company’s stock valued at $79,000 after purchasing an additional 428 shares in the last quarter. Western Wealth Management LLC acquired a new position in Avantis U.S. Equity ETF during the first quarter worth $84,000. Finally, Assetmark Inc. raised its holdings in Avantis U.S. Equity ETF by 36.4% during the first quarter. Assetmark Inc. now owns 790 shares of the company’s stock worth $88,000 after purchasing an additional 211 shares during the last quarter.

Avantis U.S. Equity ETF Trading Up 0.4%

Shares of AVUS stock traded up $0.53 during mid-day trading on Monday, reaching $129.16. The stock had a trading volume of 274,802 shares, compared to its average volume of 321,278. The company has a market cap of $14.71 billion, a P/E ratio of 20.35 and a beta of 1.00. Avantis U.S. Equity ETF has a 12-month low of $105.72 and a 12-month high of $132.81. The business has a 50-day simple moving average of $130.04 and a 200 day simple moving average of $126.45.

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.