Andrews Lucia Wealth Management LLC Boosts Holdings in Avantis U.S. Equity ETF $AVUS

Andrews Lucia Wealth Management LLC raised its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 61.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,044 shares of the company’s stock after acquiring an additional 4,597 shares during the quarter. Avantis U.S. Equity ETF makes up 0.8% of Andrews Lucia Wealth Management LLC’s investment portfolio, making the stock its 15th largest position. Andrews Lucia Wealth Management LLC’s holdings in Avantis U.S. Equity ETF were worth $1,346,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in AVUS. HB Wealth Management LLC boosted its stake in shares of Avantis U.S. Equity ETF by 27.5% during the 3rd quarter. HB Wealth Management LLC now owns 4,762,043 shares of the company’s stock worth $517,634,000 after purchasing an additional 1,026,636 shares during the last quarter. American Century Companies Inc. boosted its stake in shares of Avantis U.S. Equity ETF by 2.8% during the 3rd quarter. American Century Companies Inc. now owns 3,571,038 shares of the company’s stock worth $388,172,000 after purchasing an additional 96,975 shares during the last quarter. Annex Advisory Services LLC boosted its stake in shares of Avantis U.S. Equity ETF by 1.3% during the 3rd quarter. Annex Advisory Services LLC now owns 2,619,704 shares of the company’s stock worth $284,762,000 after purchasing an additional 34,332 shares during the last quarter. HighTower Advisors LLC boosted its stake in shares of Avantis U.S. Equity ETF by 1.3% during the 3rd quarter. HighTower Advisors LLC now owns 1,659,090 shares of the company’s stock worth $180,347,000 after purchasing an additional 21,152 shares during the last quarter. Finally, Quantum Financial Advisors LLC boosted its stake in shares of Avantis U.S. Equity ETF by 3.6% during the 4th quarter. Quantum Financial Advisors LLC now owns 1,233,508 shares of the company’s stock worth $137,882,000 after purchasing an additional 42,516 shares during the last quarter.

Avantis U.S. Equity ETF Price Performance

Avantis U.S. Equity ETF stock opened at $118.71 on Thursday. Avantis U.S. Equity ETF has a 12-month low of $83.67 and a 12-month high of $118.78. The stock has a market capitalization of $11.72 billion, a P/E ratio of 20.35 and a beta of 1.00. The firm’s 50-day moving average is $114.38 and its two-hundred day moving average is $112.45.

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.