StrongBox Wealth LLC Raises Holdings in Avantis U.S. Small Cap Equity ETF $AVSC

StrongBox Wealth LLC grew its position in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) by 36.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,025 shares of the company’s stock after purchasing an additional 8,205 shares during the period. StrongBox Wealth LLC owned approximately 0.08% of Avantis U.S. Small Cap Equity ETF worth $1,822,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. KMG Fiduciary Partners LLC grew its position in Avantis U.S. Small Cap Equity ETF by 0.4% in the third quarter. KMG Fiduciary Partners LLC now owns 51,824 shares of the company’s stock worth $2,967,000 after acquiring an additional 216 shares in the last quarter. Centennial Wealth Advisory LLC grew its position in Avantis U.S. Small Cap Equity ETF by 0.9% in the fourth quarter. Centennial Wealth Advisory LLC now owns 25,044 shares of the company’s stock worth $1,471,000 after acquiring an additional 218 shares in the last quarter. Global Retirement Partners LLC grew its position in Avantis U.S. Small Cap Equity ETF by 82.4% in the third quarter. Global Retirement Partners LLC now owns 549 shares of the company’s stock worth $31,000 after acquiring an additional 248 shares in the last quarter. Evanson Asset Management LLC grew its position in Avantis U.S. Small Cap Equity ETF by 1.4% in the fourth quarter. Evanson Asset Management LLC now owns 17,653 shares of the company’s stock worth $1,037,000 after acquiring an additional 252 shares in the last quarter. Finally, LexAurum Advisors LLC grew its position in Avantis U.S. Small Cap Equity ETF by 0.3% in the third quarter. LexAurum Advisors LLC now owns 122,524 shares of the company’s stock worth $7,014,000 after acquiring an additional 376 shares in the last quarter.

Avantis U.S. Small Cap Equity ETF Trading Up 0.6%

AVSC opened at $63.38 on Tuesday. The firm has a market cap of $2.47 billion, a P/E ratio of 14.03 and a beta of 1.10. Avantis U.S. Small Cap Equity ETF has a 12 month low of $41.58 and a 12 month high of $65.93. The stock has a 50-day moving average of $63.19 and a 200 day moving average of $60.28.

Avantis U.S. Small Cap Equity ETF Company Profile

The Avantis U.S. Small Cap Equity ETF (AVSC) is an exchange-traded fund that is based on the Russell 2000 index. The fund is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria. AVSC was launched on Jan 11, 2022 and is managed by American Century Investments.