14,926 Shares in Avantis U.S. Small Cap Equity ETF $AVSC Bought by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC acquired a new stake in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 14,926 shares of the company’s stock, valued at approximately $1,032,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Atwood & Palmer Inc. purchased a new position in shares of Avantis U.S. Small Cap Equity ETF during the 3rd quarter worth approximately $35,992,000. Shore Point Advisors LLC acquired a new stake in shares of Avantis U.S. Small Cap Equity ETF in the 3rd quarter valued at approximately $30,750,000. Retirement Financial Solutions LLC lifted its holdings in shares of Avantis U.S. Small Cap Equity ETF by 1.9% in the 1st quarter. Retirement Financial Solutions LLC now owns 376,850 shares of the company’s stock valued at $23,478,000 after buying an additional 6,967 shares during the period. FAS Wealth Partners Inc. boosted its stake in shares of Avantis U.S. Small Cap Equity ETF by 2.0% in the first quarter. FAS Wealth Partners Inc. now owns 277,447 shares of the company’s stock valued at $17,285,000 after buying an additional 5,394 shares in the last quarter. Finally, Corient Private Wealth LLC boosted its stake in shares of Avantis U.S. Small Cap Equity ETF by 5.4% in the fourth quarter. Corient Private Wealth LLC now owns 214,423 shares of the company’s stock valued at $12,595,000 after buying an additional 11,026 shares in the last quarter.

Avantis U.S. Small Cap Equity ETF Price Performance

Shares of AVSC stock opened at $69.90 on Friday. The business’s fifty day moving average price is $71.82 and its 200 day moving average price is $70.25. Avantis U.S. Small Cap Equity ETF has a 1-year low of $54.31 and a 1-year high of $75.30. The firm has a market capitalization of $3.05 billion, a PE ratio of 14.03 and a beta of 1.03.

Avantis U.S. Small Cap Equity ETF Company Profile

The Avantis U.S. Small Cap Equity ETF (AVSC) is an exchange-traded fund that is based on the Russell 2000 index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVSC was launched on Jan 11, 2022 and is managed by American Century Investments.