Avantis U.S. Small Cap Equity ETF $AVSC Shares Newly Purchased by Prosperity Planning Inc.

Prosperity Planning Inc. acquired a new stake in shares of Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 70,115 shares of the company’s stock, valued at approximately $4,848,000. Avantis U.S. Small Cap Equity ETF makes up approximately 1.1% of Prosperity Planning Inc.’s portfolio, making the stock its 24th largest position. Prosperity Planning Inc. owned 0.16% of Avantis U.S. Small Cap Equity ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of AVSC. HB Wealth Management LLC boosted its holdings in Avantis U.S. Small Cap Equity ETF by 0.7% in the 1st quarter. HB Wealth Management LLC now owns 27,927 shares of the company’s stock valued at $1,740,000 after purchasing an additional 195 shares during the period. Summit Financial Wealth Advisors LLC boosted its stake in Avantis U.S. Small Cap Equity ETF by 5.8% during the first quarter. Summit Financial Wealth Advisors LLC now owns 3,867 shares of the company’s stock valued at $241,000 after buying an additional 212 shares during the period. Lam Group Inc. boosted its stake in Avantis U.S. Small Cap Equity ETF by 1.3% during the second quarter. Lam Group Inc. now owns 26,200 shares of the company’s stock valued at $1,922,000 after buying an additional 325 shares during the period. EverSource Wealth Advisors LLC grew its position in Avantis U.S. Small Cap Equity ETF by 100.0% during the first quarter. EverSource Wealth Advisors LLC now owns 672 shares of the company’s stock worth $42,000 after buying an additional 336 shares in the last quarter. Finally, Pearl Planning LLC increased its stake in Avantis U.S. Small Cap Equity ETF by 3.5% in the 1st quarter. Pearl Planning LLC now owns 11,305 shares of the company’s stock worth $704,000 after acquiring an additional 387 shares during the last quarter.

Avantis U.S. Small Cap Equity ETF Stock Up 0.5%

NYSEARCA:AVSC opened at $69.96 on Friday. The stock has a market cap of $3.05 billion, a P/E ratio of 14.03 and a beta of 1.03. The business’s 50-day moving average price is $72.23 and its two-hundred day moving average price is $69.98. Avantis U.S. Small Cap Equity ETF has a twelve month low of $54.31 and a twelve month high of $75.30.

Avantis U.S. Small Cap Equity ETF 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.