Schwarz Dygos Wheeler Investment Advisors LLC Has $5 Million Stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Schwarz Dygos Wheeler Investment Advisors LLC reduced its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 3.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 51,625 shares of the company’s stock after selling 1,816 shares during the quarter. Avantis U.S. Equity ETF comprises approximately 1.2% of Schwarz Dygos Wheeler Investment Advisors LLC’s holdings, making the stock its 18th biggest position. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in Avantis U.S. Equity ETF were worth $5,004,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in AVUS. Strategic Financial Concepts LLC lifted its holdings in Avantis U.S. Equity ETF by 11,619.3% during the 4th quarter. Strategic Financial Concepts LLC now owns 19,954,274 shares of the company’s stock valued at $21,023,000 after purchasing an additional 19,784,005 shares during the last quarter. Annex Advisory Services LLC lifted its stake in shares of Avantis U.S. Equity ETF by 5.0% during the 4th quarter. Annex Advisory Services LLC now owns 3,563,572 shares of the company’s stock worth $345,417,000 after buying an additional 169,636 shares during the last quarter. Adero Partners LLC lifted its stake in shares of Avantis U.S. Equity ETF by 8.6% during the 4th quarter. Adero Partners LLC now owns 1,567,202 shares of the company’s stock worth $151,909,000 after buying an additional 124,433 shares during the last quarter. LPL Financial LLC boosted its holdings in shares of Avantis U.S. Equity ETF by 7.8% during the 3rd quarter. LPL Financial LLC now owns 1,342,266 shares of the company’s stock worth $127,717,000 after buying an additional 97,263 shares during the period. Finally, Traphagen Investment Advisors LLC grew its stake in Avantis U.S. Equity ETF by 1.1% in the 4th quarter. Traphagen Investment Advisors LLC now owns 1,169,356 shares of the company’s stock valued at $113,346,000 after buying an additional 12,358 shares during the last quarter.

Avantis U.S. Equity ETF Stock Up 0.5 %

Shares of AVUS stock opened at $94.83 on Monday. Avantis U.S. Equity ETF has a 12-month low of $84.26 and a 12-month high of $102.23. The company has a market capitalization of $7.75 billion, a PE ratio of 21.19 and a beta of 1.06. The firm has a 50 day moving average price of $98.94 and a two-hundred day moving average price of $97.47.

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.