Financial Symmetry Inc Has $5.13 Million Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Financial Symmetry Inc lowered its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 18.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,962 shares of the company’s stock after selling 11,872 shares during the quarter. Avantis U.S. Equity ETF makes up 3.5% of Financial Symmetry Inc’s investment portfolio, making the stock its 7th largest position. Financial Symmetry Inc’s holdings in Avantis U.S. Equity ETF were worth $5,134,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in AVUS. Atria Investments Inc purchased a new stake in shares of Avantis U.S. Equity ETF in the 3rd quarter valued at about $216,000. Leo Wealth LLC raised its holdings in shares of Avantis U.S. Equity ETF by 5.7% in the 4th quarter. Leo Wealth LLC now owns 443,635 shares of the company’s stock valued at $43,000,000 after acquiring an additional 23,922 shares in the last quarter. Financial Advocates Investment Management purchased a new stake in shares of Avantis U.S. Equity ETF in the 3rd quarter valued at about $332,000. Fonville Wealth Management LLC raised its holdings in shares of Avantis U.S. Equity ETF by 7.6% in the 4th quarter. Fonville Wealth Management LLC now owns 95,246 shares of the company’s stock valued at $9,232,000 after acquiring an additional 6,703 shares in the last quarter. Finally, SC&H Financial Advisors Inc. raised its holdings in shares of Avantis U.S. Equity ETF by 6.6% in the 3rd quarter. SC&H Financial Advisors Inc. now owns 587,129 shares of the company’s stock valued at $55,865,000 after acquiring an additional 36,209 shares in the last quarter.

Avantis U.S. Equity ETF Stock Down 0.4 %

NYSEARCA:AVUS opened at $98.21 on Wednesday. The business’s 50-day moving average price is $99.21 and its two-hundred day moving average price is $97.19. Avantis U.S. Equity ETF has a twelve month low of $84.26 and a twelve month high of $102.23. The stock has a market cap of $7.08 billion, a P/E ratio of 17.22 and a beta of 1.00.

Avantis U.S. Equity ETF Company 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.