Retirement Financial Solutions LLC Takes $37.24 Million Position in Avantis U.S. Equity ETF $AVUS

Retirement Financial Solutions LLC bought a new stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 333,192 shares of the company’s stock, valued at approximately $37,244,000. Avantis U.S. Equity ETF makes up approximately 10.9% of Retirement Financial Solutions LLC’s portfolio, making the stock its largest position. Retirement Financial Solutions LLC owned about 0.35% of Avantis U.S. Equity ETF at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of AVUS. Godfrey Financial Associates Inc. bought a new position in shares of Avantis U.S. Equity ETF in the fourth quarter valued at approximately $29,000. Brown Brothers Harriman & Co. bought a new position in shares of Avantis U.S. Equity ETF in the fourth quarter valued at approximately $29,000. EverSource Wealth Advisors LLC grew its holdings in shares of Avantis U.S. Equity ETF by 138.7% in the second quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock valued at $36,000 after acquiring an additional 208 shares in the last quarter. Federation des caisses Desjardins du Quebec bought a new position in shares of Avantis U.S. Equity ETF in the fourth quarter valued at approximately $39,000. Finally, Assetmark Inc. grew its holdings 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

AVUS stock opened at $126.75 on Monday. The firm has a market cap of $12.66 billion, a PE ratio of 20.35 and a beta of 0.99. The business has a 50 day moving average of $122.43 and a 200-day moving average of $116.78. Avantis U.S. Equity ETF has a 12-month low of $97.00 and a 12-month high of $128.62.

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.