Trellis Wealth Advisors LLC Has $21.31 Million Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Trellis Wealth Advisors LLC lifted its stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 1.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 223,939 shares of the company’s stock after purchasing an additional 2,117 shares during the quarter. Avantis U.S. Equity ETF comprises 10.7% of Trellis Wealth Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. Trellis Wealth Advisors LLC owned about 0.31% of Avantis U.S. Equity ETF worth $21,308,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently made changes to their positions in the company. Silverlake Wealth Management LLC raised its stake in Avantis U.S. Equity ETF by 0.4% during the 3rd quarter. Silverlake Wealth Management LLC now owns 30,319 shares of the company’s stock worth $2,885,000 after buying an additional 106 shares during the period. PCG Wealth Advisors LLC lifted its position in Avantis U.S. Equity ETF by 3.5% in the 1st quarter. PCG Wealth Advisors LLC now owns 3,622 shares of the company’s stock valued at $324,000 after acquiring an additional 124 shares in the last quarter. PrairieView Partners LLC boosted its stake in Avantis U.S. Equity ETF by 1.6% during the 2nd quarter. PrairieView Partners LLC now owns 8,708 shares of the company’s stock valued at $785,000 after purchasing an additional 138 shares during the last quarter. Waterfront Wealth Inc. increased its holdings in Avantis U.S. Equity ETF by 1.0% during the 2nd quarter. Waterfront Wealth Inc. now owns 14,471 shares of the company’s stock worth $1,305,000 after purchasing an additional 150 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC raised its stake in shares of Avantis U.S. Equity ETF by 1.0% in the first quarter. Wealthcare Advisory Partners LLC now owns 16,549 shares of the company’s stock worth $1,481,000 after purchasing an additional 156 shares during the last quarter.

Avantis U.S. Equity ETF Stock Down 0.5 %

AVUS stock opened at $96.72 on Tuesday. The firm has a market capitalization of $6.98 billion, a PE ratio of 17.22 and a beta of 1.00. Avantis U.S. Equity ETF has a twelve month low of $69.57 and a twelve month high of $97.51. The stock’s 50 day moving average is $93.64 and its 200-day moving average is $90.79.

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.