Avantis U.S. Equity ETF (NYSEARCA:AVUS) Stock Holdings Lifted by BSW Wealth Partners

BSW Wealth Partners raised its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 4.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 346,472 shares of the company’s stock after buying an additional 15,029 shares during the period. Avantis U.S. Equity ETF comprises about 4.9% of BSW Wealth Partners’ investment portfolio, making the stock its 4th biggest holding. BSW Wealth Partners owned approximately 0.48% of Avantis U.S. Equity ETF worth $33,584,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Annex Advisory Services LLC boosted its holdings in shares of Avantis U.S. Equity ETF by 5.0% during the 4th quarter. Annex Advisory Services LLC now owns 3,563,572 shares of the company’s stock valued at $345,417,000 after buying an additional 169,636 shares in the last quarter. Adero Partners LLC boosted its stake in Avantis U.S. Equity ETF by 3.7% during the third quarter. Adero Partners LLC now owns 1,442,769 shares of the company’s stock worth $137,280,000 after acquiring an additional 51,967 shares in the last quarter. LPL Financial LLC boosted its stake in Avantis U.S. Equity ETF by 7.8% during the third quarter. LPL Financial LLC now owns 1,342,266 shares of the company’s stock worth $127,717,000 after acquiring an additional 97,263 shares in the last quarter. Traphagen Investment Advisors LLC grew its holdings in Avantis U.S. Equity ETF by 1.1% in the fourth quarter. Traphagen Investment Advisors LLC now owns 1,169,356 shares of the company’s stock worth $113,346,000 after purchasing an additional 12,358 shares during the period. Finally, Quantum Financial Advisors LLC increased its stake in shares of Avantis U.S. Equity ETF by 4.1% during the fourth quarter. Quantum Financial Advisors LLC now owns 1,005,344 shares of the company’s stock valued at $97,448,000 after purchasing an additional 39,767 shares in the last quarter.

Avantis U.S. Equity ETF Stock Up 0.6 %

Shares of AVUS opened at $100.64 on Wednesday. The stock has a market cap of $7.26 billion, a P/E ratio of 17.22 and a beta of 1.00. The business’s 50 day moving average price is $99.46 and its 200-day moving average price is $95.79. Avantis U.S. Equity ETF has a 52 week low of $81.73 and a 52 week high of $102.23.

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.