My Personal CFO LLC Makes New Investment in Avantis U.S. Equity ETF $AVUS

My Personal CFO LLC purchased a new stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 123,990 shares of the company’s stock, valued at approximately $13,860,000. Avantis U.S. Equity ETF makes up approximately 5.8% of My Personal CFO LLC’s holdings, making the stock its 3rd largest position. My Personal CFO LLC owned approximately 0.13% of Avantis U.S. Equity ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Brighton Jones LLC acquired a new position in shares of Avantis U.S. Equity ETF in the 4th quarter worth $670,000. JRM Investment Counsel LLC lifted its holdings in shares of Avantis U.S. Equity ETF by 6.0% during the second quarter. JRM Investment Counsel LLC now owns 324,632 shares of the company’s stock valued at $32,729,000 after purchasing an additional 18,409 shares during the last quarter. ARK & TLK Investments LLC boosted its position in shares of Avantis U.S. Equity ETF by 32.2% in the 2nd quarter. ARK & TLK Investments LLC now owns 35,203 shares of the company’s stock valued at $3,549,000 after purchasing an additional 8,577 shares during the period. WCG Wealth Advisors LLC boosted its position in shares of Avantis U.S. Equity ETF by 9.3% in the 2nd quarter. WCG Wealth Advisors LLC now owns 408,323 shares of the company’s stock valued at $41,167,000 after purchasing an additional 34,694 shares during the period. Finally, EverSource Wealth Advisors LLC increased its stake in Avantis U.S. Equity ETF by 138.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock worth $36,000 after purchasing an additional 208 shares in the last quarter.

Avantis U.S. Equity ETF Trading Up 2.8%

Shares of AVUS opened at $111.18 on Wednesday. The business’s 50-day moving average price is $114.57 and its 200 day moving average price is $111.98. The stock has a market capitalization of $10.63 billion, a P/E ratio of 20.35 and a beta of 1.02. Avantis U.S. Equity ETF has a 1-year low of $79.20 and a 1-year high of $118.27.

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.