Avantis U.S. Small Cap Value ETF $AVUV Stock Acquired by Morton Brown Family Wealth LLC

Morton Brown Family Wealth LLC grew its holdings in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) by 1.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 250,971 shares of the company’s stock after buying an additional 4,109 shares during the quarter. Avantis U.S. Small Cap Value ETF accounts for about 6.6% of Morton Brown Family Wealth LLC’s investment portfolio, making the stock its 4th biggest holding. Morton Brown Family Wealth LLC’s holdings in Avantis U.S. Small Cap Value ETF were worth $29,557,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the business. Sound Income Strategies LLC lifted its holdings in Avantis U.S. Small Cap Value ETF by 565.7% in the first quarter. Sound Income Strategies LLC now owns 233 shares of the company’s stock valued at $26,000 after acquiring an additional 198 shares during the period. Allied Private Wealth LLC purchased a new stake in shares of Avantis U.S. Small Cap Value ETF during the 2nd quarter worth $27,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Avantis U.S. Small Cap Value ETF during the 2nd quarter worth $30,000. TOP Private Wealth LLC. acquired a new position in shares of Avantis U.S. Small Cap Value ETF during the 2nd quarter worth $32,000. Finally, Cornerstone Planning Group LLC grew its stake in shares of Avantis U.S. Small Cap Value ETF by 1,992.3% during the 1st quarter. Cornerstone Planning Group LLC now owns 272 shares of the company’s stock worth $33,000 after purchasing an additional 259 shares during the period.

Avantis U.S. Small Cap Value ETF Price Performance

Shares of NYSEARCA AVUV opened at $122.06 on Monday. Avantis U.S. Small Cap Value ETF has a 52 week low of $93.87 and a 52 week high of $129.05. The firm has a 50-day moving average price of $122.71 and a 200 day moving average price of $122.12. The stock has a market capitalization of $31.71 billion, a price-to-earnings ratio of 11.26 and a beta of 1.02.

Avantis U.S. Small Cap Value ETF Profile

The Avantis U.S. Small Cap Value ETF (AVUV) is an exchange-traded fund that is based on the Russell 2000 Value index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVUV was launched on Sep 24, 2019 and is managed by American Century Investments.