Financial Plan Inc. Invests $1.06 Million in Avantis Responsible U.S. Equity ETF $AVSU

Financial Plan Inc. purchased a new position in shares of Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 13,880 shares of the company’s stock, valued at approximately $1,059,000. Financial Plan Inc. owned about 0.24% of Avantis Responsible U.S. Equity ETF as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Asset Dedication LLC lifted its holdings in shares of Avantis Responsible U.S. Equity ETF by 31.6% during the fourth quarter. Asset Dedication LLC now owns 541 shares of the company’s stock worth $41,000 after buying an additional 130 shares during the last quarter. Osaic Holdings Inc. lifted its holdings in shares of Avantis Responsible U.S. Equity ETF by 44.3% during the second quarter. Osaic Holdings Inc. now owns 1,387 shares of the company’s stock worth $95,000 after buying an additional 426 shares during the last quarter. True Wealth Design LLC lifted its holdings in shares of Avantis Responsible U.S. Equity ETF by 7.3% during the fourth quarter. True Wealth Design LLC now owns 2,209 shares of the company’s stock worth $169,000 after buying an additional 150 shares during the last quarter. Curio Wealth LLC lifted its holdings in shares of Avantis Responsible U.S. Equity ETF by 13.1% during the third quarter. Curio Wealth LLC now owns 2,458 shares of the company’s stock worth $181,000 after buying an additional 284 shares during the last quarter. Finally, Wealth Enhancement Trust Services Inc. acquired a new position in shares of Avantis Responsible U.S. Equity ETF during the fourth quarter worth approximately $349,000.

Avantis Responsible U.S. Equity ETF Stock Down 0.5%

Shares of AVSU stock opened at $81.14 on Wednesday. The stock has a 50 day moving average of $76.96 and a 200-day moving average of $76.37. The firm has a market cap of $430.04 million, a PE ratio of 20.35 and a beta of 1.04. Avantis Responsible U.S. Equity ETF has a 12 month low of $58.16 and a 12 month high of $82.06.

Avantis Responsible U.S. Equity ETF Profile

The Avantis Responsible U.S. Equity ETF (AVSU) is an exchange-traded fund that mostly invests in total market equity. The fund actively invests in US companies of all market capitalizations. Holdings are screened for multiple ESG metrics and selected based on fundamental criteria AVSU was launched on Mar 15, 2022 and is managed by American Century Investments.