Trailhead Planners LLC Takes $2.49 Million Position in Avantis Responsible Emerging Markets Equity ETF $AVSE

Trailhead Planners LLC acquired a new stake in shares of Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 38,290 shares of the company’s stock, valued at approximately $2,488,000. Avantis Responsible Emerging Markets Equity ETF comprises about 2.4% of Trailhead Planners LLC’s holdings, making the stock its 13th biggest holding.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. LPL Financial LLC grew its stake in shares of Avantis Responsible Emerging Markets Equity ETF by 11.4% during the fourth quarter. LPL Financial LLC now owns 11,871 shares of the company’s stock valued at $771,000 after buying an additional 1,217 shares during the last quarter. Curio Wealth LLC grew its stake in shares of Avantis Responsible Emerging Markets Equity ETF by 19.7% during the fourth quarter. Curio Wealth LLC now owns 5,176 shares of the company’s stock valued at $335,000 after buying an additional 851 shares during the last quarter. Greenspring Advisors LLC bought a new position in shares of Avantis Responsible Emerging Markets Equity ETF during the fourth quarter valued at about $614,000. WealthShield Partners LLC bought a new position in shares of Avantis Responsible Emerging Markets Equity ETF during the fourth quarter valued at about $84,000. Finally, Torren Management LLC bought a new position in shares of Avantis Responsible Emerging Markets Equity ETF during the fourth quarter valued at about $114,000.

Avantis Responsible Emerging Markets Equity ETF Trading Up 4.2%

Shares of NYSEARCA:AVSE opened at $79.87 on Friday. The stock’s 50-day moving average price is $75.93 and its 200-day moving average price is $70.77. Avantis Responsible Emerging Markets Equity ETF has a 12-month low of $56.58 and a 12-month high of $83.61. The stock has a market capitalization of $215.65 million, a P/E ratio of 13.19 and a beta of 0.80.

Avantis Responsible Emerging Markets Equity ETF Profile

The Avantis Responsible Emerging Markets Equity ETF (AVSE) is an exchange-traded fund that mostly invests in total market equity. The fund actively invests in companies of all market capitalizations in emerging markets. Holdings are screened for multiple ESG metrics and fundamental criteria AVSE was launched on Mar 28, 2022 and is managed by American Century Investments.