Leo Wealth LLC Has $54.10 Million Stock Holdings in Avantis U.S. Equity ETF $AVUS

Leo Wealth LLC grew its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 81.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 483,817 shares of the company’s stock after buying an additional 216,502 shares during the quarter. Avantis U.S. Equity ETF accounts for 3.9% of Leo Wealth LLC’s holdings, making the stock its 5th largest holding. Leo Wealth LLC owned about 0.51% of Avantis U.S. Equity ETF worth $54,104,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. EverSource Wealth Advisors LLC increased its stake in shares of Avantis U.S. Equity ETF by 138.7% during the second quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock valued at $36,000 after buying an additional 208 shares during the period. Parkside Financial Bank & Trust lifted its stake in Avantis U.S. Equity ETF by 151.0% in the third quarter. Parkside Financial Bank & Trust now owns 394 shares of the company’s stock worth $43,000 after acquiring an additional 237 shares during the period. Promus Capital LLC purchased a new stake in Avantis U.S. Equity ETF in the second quarter worth about $48,000. Trust Co. of Vermont bought a new position in Avantis U.S. Equity ETF during the 3rd quarter worth about $51,000. Finally, Assetmark Inc. grew its holdings in Avantis U.S. Equity ETF by 116.0% during the 3rd quarter. Assetmark Inc. now owns 579 shares of the company’s stock worth $63,000 after acquiring an additional 311 shares in the last quarter.

Avantis U.S. Equity ETF Stock Performance

NYSEARCA AVUS opened at $112.00 on Monday. Avantis U.S. Equity ETF has a one year low of $79.20 and a one year high of $118.27. The company has a market capitalization of $10.99 billion, a price-to-earnings ratio of 20.35 and a beta of 1.02. The company’s 50-day simple moving average is $114.40 and its two-hundred day simple moving average is $112.06.

About Avantis U.S. Equity ETF

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.