WESPAC Advisors SoCal LLC Trims Stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

WESPAC Advisors SoCal LLC lowered its stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 23.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,077 shares of the company’s stock after selling 1,543 shares during the quarter. WESPAC Advisors SoCal LLC’s holdings in Avantis U.S. Equity ETF were worth $492,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Global Trust Asset Management LLC increased its position in shares of Avantis U.S. Equity ETF by 71.4% during the third quarter. Global Trust Asset Management LLC now owns 480 shares of the company’s stock valued at $46,000 after buying an additional 200 shares during the period. Global Wealth Strategies & Associates purchased a new stake in Avantis U.S. Equity ETF in the fourth quarter worth about $97,000. Fortitude Family Office LLC purchased a new stake in Avantis U.S. Equity ETF in the third quarter worth about $95,000. Empower Advisory Group LLC purchased a new stake in Avantis U.S. Equity ETF in the third quarter worth about $202,000. Finally, Clarity Asset Management Inc. grew its holdings in Avantis U.S. Equity ETF by 10.1% in the third quarter. Clarity Asset Management Inc. now owns 2,149 shares of the company’s stock worth $204,000 after purchasing an additional 197 shares during the period.

Avantis U.S. Equity ETF Stock Down 0.8 %

NYSEARCA:AVUS opened at $99.48 on Tuesday. The company’s 50 day moving average price is $99.54 and its 200-day moving average price is $95.99. Avantis U.S. Equity ETF has a 52 week low of $82.42 and a 52 week high of $102.23. The stock has a market cap of $7.17 billion, a price-to-earnings ratio of 17.22 and a beta of 1.00.

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.