Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) is Trademark Financial Management LLC’s 10th Largest Position

Trademark Financial Management LLC grew its position in shares of Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) by 58.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 47,339 shares of the company’s stock after buying an additional 17,511 shares during the quarter. Avantis Responsible U.S. Equity ETF accounts for 2.5% of Trademark Financial Management LLC’s investment portfolio, making the stock its 10th largest holding. Trademark Financial Management LLC’s holdings in Avantis Responsible U.S. Equity ETF were worth $3,130,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. Clarity Asset Management Inc. raised its position in Avantis Responsible U.S. Equity ETF by 8.5% during the 3rd quarter. Clarity Asset Management Inc. now owns 388,873 shares of the company’s stock worth $25,393,000 after buying an additional 30,526 shares during the last quarter. Highland Financial Advisors LLC increased its holdings in shares of Avantis Responsible U.S. Equity ETF by 16.6% in the 3rd quarter. Highland Financial Advisors LLC now owns 96,131 shares of the company’s stock valued at $6,277,000 after purchasing an additional 13,677 shares in the last quarter. Northland Capital Management LLC increased its holdings in shares of Avantis Responsible U.S. Equity ETF by 10.2% in the 3rd quarter. Northland Capital Management LLC now owns 78,423 shares of the company’s stock valued at $5,121,000 after purchasing an additional 7,286 shares in the last quarter. Wealthstream Advisors Inc. increased its holdings in shares of Avantis Responsible U.S. Equity ETF by 3.3% in the 3rd quarter. Wealthstream Advisors Inc. now owns 24,725 shares of the company’s stock valued at $1,615,000 after purchasing an additional 800 shares in the last quarter. Finally, Quarry Hill Advisors LLC increased its holdings in shares of Avantis Responsible U.S. Equity ETF by 2.8% in the 3rd quarter. Quarry Hill Advisors LLC now owns 14,899 shares of the company’s stock valued at $973,000 after purchasing an additional 402 shares in the last quarter.

Avantis Responsible U.S. Equity ETF Stock Up 0.1 %

Shares of AVSU opened at $68.76 on Friday. The company has a 50-day simple moving average of $67.71 and a 200-day simple moving average of $65.90. The company has a market capitalization of $286.73 million, a PE ratio of 20.23 and a beta of 1.05. Avantis Responsible U.S. Equity ETF has a 52-week low of $57.22 and a 52-week high of $69.64.

Avantis Responsible U.S. Equity ETF 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.