WR Wealth Planners LLC Increases Position in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

WR Wealth Planners LLC grew its stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 2.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 150,382 shares of the company’s stock after purchasing an additional 3,564 shares during the period. Avantis U.S. Equity ETF comprises approximately 4.7% of WR Wealth Planners LLC’s portfolio, making the stock its 5th biggest position. WR Wealth Planners LLC’s holdings in Avantis U.S. Equity ETF were worth $14,577,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Global Retirement Partners LLC boosted its position in shares of Avantis U.S. Equity ETF by 165.6% during the fourth quarter. Global Retirement Partners LLC now owns 648 shares of the company’s stock valued at $63,000 after buying an additional 404 shares during the last quarter. Blue Trust Inc. lifted its stake 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 acquiring an additional 392 shares in the last quarter. Life Planning Partners Inc boosted 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 worth $92,000 after acquiring an additional 944,060 shares during the last quarter. Global Wealth Strategies & Associates bought a new stake in shares of Avantis U.S. Equity ETF in the 4th quarter worth $97,000. Finally, Empower Advisory Group LLC purchased a new stake in shares of Avantis U.S. Equity ETF in the third quarter valued at about $202,000.

Avantis U.S. Equity ETF Price Performance

AVUS opened at $98.30 on Friday. Avantis U.S. Equity ETF has a fifty-two week low of $84.26 and a fifty-two week high of $102.23. The firm has a market capitalization of $8.04 billion, a P/E ratio of 21.19 and a beta of 1.06. The company’s 50-day moving average is $99.27 and its 200 day moving average is $97.26.

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.