Schulz Wealth LTD. Buys New Shares in Avantis U.S. Equity ETF $AVUS

Schulz Wealth LTD. purchased a new position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 23,664 shares of the company’s stock, valued at approximately $3,031,000. Avantis U.S. Equity ETF makes up 1.6% of Schulz Wealth LTD.’s holdings, making the stock its 18th largest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Align Financial LLC bought a new position in Avantis U.S. Equity ETF in the 4th quarter worth approximately $4,024,752,000. HB Wealth Management LLC boosted its position in shares of Avantis U.S. Equity ETF by 4.9% during the second quarter. HB Wealth Management LLC now owns 6,026,439 shares of the company’s stock worth $771,865,000 after acquiring an additional 281,733 shares during the last quarter. Maseco LLP bought a new position in shares of Avantis U.S. Equity ETF during the first quarter worth $259,864,000. Annex Advisory Services LLC boosted its position in shares of Avantis U.S. Equity ETF by 5.0% during the second quarter. Annex Advisory Services LLC now owns 2,025,359 shares of the company’s stock worth $259,408,000 after acquiring an additional 96,288 shares during the last quarter. Finally, Focus Partners Wealth grew its stake in Avantis U.S. Equity ETF by 2.7% during the fourth quarter. Focus Partners Wealth now owns 1,979,602 shares of the company’s stock valued at $221,280,000 after acquiring an additional 52,018 shares in the last quarter.

Avantis U.S. Equity ETF Stock Performance

Shares of NYSEARCA AVUS opened at $131.29 on Monday. The company has a market cap of $14.42 billion, a P/E ratio of 20.35 and a beta of 0.99. The firm’s fifty day moving average is $129.12 and its two-hundred day moving average is $123.13. Avantis U.S. Equity ETF has a 52-week low of $105.72 and a 52-week high of $132.81.

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.