Heirloom Wealth Management Purchases 7,594 Shares of Avantis U.S. Equity ETF $AVUS

Heirloom Wealth Management lifted its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 10.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 80,347 shares of the company’s stock after purchasing an additional 7,594 shares during the period. Avantis U.S. Equity ETF comprises 2.1% of Heirloom Wealth Management’s investment portfolio, making the stock its 19th largest position. Heirloom Wealth Management’s holdings in Avantis U.S. Equity ETF were worth $8,981,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of AVUS. EverSource Wealth Advisors LLC increased its holdings in Avantis U.S. Equity ETF by 138.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock valued at $36,000 after purchasing an additional 208 shares during the period. Parkside Financial Bank & Trust grew its position in shares of Avantis U.S. Equity ETF by 151.0% in the 3rd quarter. Parkside Financial Bank & Trust now owns 394 shares of the company’s stock worth $43,000 after buying an additional 237 shares during the last quarter. Promus Capital LLC bought a new stake in shares of Avantis U.S. Equity ETF in the 2nd quarter worth approximately $48,000. Trust Co. of Vermont purchased a new position in shares of Avantis U.S. Equity ETF during the third quarter valued at approximately $51,000. Finally, Assetmark Inc. increased its stake in shares of Avantis U.S. Equity ETF by 116.0% during the third quarter. Assetmark Inc. now owns 579 shares of the company’s stock valued at $63,000 after buying an additional 311 shares during the period.

Avantis U.S. Equity ETF Stock Up 2.8%

Shares of Avantis U.S. Equity ETF stock opened at $111.18 on Wednesday. The business has a 50 day moving average of $114.57 and a 200 day moving average of $111.98. Avantis U.S. Equity ETF has a 52 week low of $79.20 and a 52 week high of $118.27. The company has a market cap of $10.63 billion, a PE ratio of 20.35 and a beta of 1.02.

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.