Trademark Financial Management LLC Has $532,000 Stock Holdings in Avantis Responsible U.S. Equity ETF $AVSU

Trademark Financial Management LLC trimmed its holdings in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) by 84.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,979 shares of the company’s stock after selling 38,903 shares during the period. Trademark Financial Management LLC owned 0.12% of Avantis Responsible U.S. Equity ETF worth $532,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Focus Partners Wealth lifted its stake in shares of Avantis Responsible U.S. Equity ETF by 4.2% in the 3rd quarter. Focus Partners Wealth now owns 358,248 shares of the company’s stock valued at $26,356,000 after purchasing an additional 14,402 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its position in Avantis Responsible U.S. Equity ETF by 6.1% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 153,639 shares of the company’s stock worth $12,025,000 after buying an additional 8,812 shares during the last quarter. Highland Financial Advisors LLC raised its holdings in Avantis Responsible U.S. Equity ETF by 1.0% during the fourth quarter. Highland Financial Advisors LLC now owns 136,746 shares of the company’s stock valued at $10,434,000 after buying an additional 1,302 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in Avantis Responsible U.S. Equity ETF by 803.1% during the third quarter. Mercer Global Advisors Inc. ADV now owns 126,052 shares of the company’s stock valued at $9,273,000 after buying an additional 112,095 shares in the last quarter. Finally, Northland Capital Management LLC lifted its position in shares of Avantis Responsible U.S. Equity ETF by 7.3% in the fourth quarter. Northland Capital Management LLC now owns 75,850 shares of the company’s stock worth $5,787,000 after buying an additional 5,178 shares during the last quarter.

Avantis Responsible U.S. Equity ETF Stock Performance

AVSU opened at $81.14 on Wednesday. The company has a market cap of $430.04 million, a PE ratio of 20.35 and a beta of 1.04. The stock has a 50-day moving average of $76.96 and a 200-day moving average of $76.37. Avantis Responsible U.S. Equity ETF has a 52-week low of $58.16 and a 52-week high of $82.06.

Avantis Responsible U.S. Equity ETF Company Profile

The Avantis Responsible U.S. Equity ETF (AVSU) is an exchange-traded fund that mostly invests in total market equity. The fund actively invests in US companies of all market capitalizations. Holdings are screened for multiple ESG metrics and selected based on fundamental criteria AVSU was launched on Mar 15, 2022 and is managed by American Century Investments.