Trademark Financial Management LLC Has $2.42 Million Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Trademark Financial Management LLC lessened its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 32.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,990 shares of the company’s stock after selling 12,244 shares during the quarter. Avantis U.S. Equity ETF makes up 1.9% of Trademark Financial Management LLC’s holdings, making the stock its 16th biggest position. Trademark Financial Management LLC’s holdings in Avantis U.S. Equity ETF were worth $2,422,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Global Trust Asset Management LLC lifted its holdings in Avantis U.S. Equity ETF by 71.4% during the 3rd quarter. Global Trust Asset Management LLC now owns 480 shares of the company’s stock valued at $46,000 after purchasing an additional 200 shares during the last quarter. Blue Trust Inc. lifted its holdings in Avantis U.S. Equity ETF by 128.5% during the 4th quarter. Blue Trust Inc. now owns 697 shares of the company’s stock valued at $68,000 after purchasing an additional 392 shares during the last quarter. Life Planning Partners Inc lifted its holdings in Avantis U.S. Equity ETF by 9,594.1% during the 4th quarter. Life Planning Partners Inc now owns 953,900 shares of the company’s stock valued at $92,000 after purchasing an additional 944,060 shares during the last quarter. Fortitude Family Office LLC acquired a new stake in Avantis U.S. Equity ETF during the 3rd quarter valued at $95,000. Finally, Global Wealth Strategies & Associates acquired a new stake in Avantis U.S. Equity ETF during the 4th quarter valued at $97,000.

Avantis U.S. Equity ETF Price Performance

AVUS stock opened at $101.07 on Friday. The stock has a market capitalization of $7.29 billion, a price-to-earnings ratio of 17.22 and a beta of 1.00. The business’s fifty day moving average price is $99.32 and its two-hundred day moving average price is $96.47. Avantis U.S. Equity ETF has a fifty-two week low of $83.68 and a fifty-two week high of $102.23.

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.