KWB Wealth Increases Stock Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)
by Jessica Moore · The Cerbat GemKWB Wealth grew its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 7.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 35,838 shares of the company’s stock after purchasing an additional 2,632 shares during the quarter. KWB Wealth’s holdings in Avantis U.S. Equity ETF were worth $3,410,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in the business. Annex Advisory Services LLC grew its position in Avantis U.S. Equity ETF by 25.0% during the third quarter. Annex Advisory Services LLC now owns 3,393,936 shares of the company’s stock valued at $322,933,000 after buying an additional 679,655 shares during the period. Simplicity Wealth LLC increased its stake in shares of Avantis U.S. Equity ETF by 837.3% in the 3rd quarter. Simplicity Wealth LLC now owns 629,361 shares of the company’s stock worth $59,884,000 after purchasing an additional 562,213 shares in the last quarter. McGlone Suttner Wealth Management Inc. raised its holdings in Avantis U.S. Equity ETF by 2,221.3% in the 3rd quarter. McGlone Suttner Wealth Management Inc. now owns 345,642 shares of the company’s stock worth $32,888,000 after purchasing an additional 330,752 shares during the period. Ridgeline Wealth LLC purchased a new position in Avantis U.S. Equity ETF during the fourth quarter valued at $26,663,000. Finally, Smith Anglin Financial LLC grew its holdings in Avantis U.S. Equity ETF by 45.6% during the third quarter. Smith Anglin Financial LLC now owns 846,295 shares of the company’s stock valued at $80,525,000 after purchasing an additional 265,209 shares during the period.
Avantis U.S. Equity ETF Stock Up 0.3 %
NYSEARCA AVUS opened at $96.63 on Tuesday. Avantis U.S. Equity ETF has a 52 week low of $79.55 and a 52 week high of $102.23. The company has a market capitalization of $6.97 billion, a P/E ratio of 17.22 and a beta of 1.00. The stock’s 50-day moving average price is $99.33 and its 200-day moving average price is $95.16.
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.
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