Castle Wealth Management LLC Sells 1,708 Shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Castle Wealth Management LLC lessened its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 4.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 41,435 shares of the company’s stock after selling 1,708 shares during the quarter. Avantis U.S. Equity ETF makes up approximately 1.6% of Castle Wealth Management LLC’s holdings, making the stock its 21st biggest holding. Castle Wealth Management LLC’s holdings in Avantis U.S. Equity ETF were worth $4,016,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of AVUS. Strategic Financial Concepts LLC boosted its stake in shares of Avantis U.S. Equity ETF by 11,619.3% in the 4th quarter. Strategic Financial Concepts LLC now owns 19,954,274 shares of the company’s stock valued at $21,023,000 after purchasing an additional 19,784,005 shares during the last quarter. Ridgeline Wealth LLC bought a new position in shares of Avantis U.S. Equity ETF in the 4th quarter valued at about $26,663,000. Bridgewater Advisors Inc. boosted its stake in shares of Avantis U.S. Equity ETF by 62.4% in the 4th quarter. Bridgewater Advisors Inc. now owns 512,944 shares of the company’s stock valued at $49,853,000 after purchasing an additional 197,030 shares during the last quarter. Tanager Wealth Management LLP boosted its stake in shares of Avantis U.S. Equity ETF by 76.4% in the 4th quarter. Tanager Wealth Management LLP now owns 416,248 shares of the company’s stock valued at $40,347,000 after purchasing an additional 180,271 shares during the last quarter. Finally, Annex Advisory Services LLC boosted its stake in shares of Avantis U.S. Equity ETF by 5.0% in the 4th quarter. Annex Advisory Services LLC now owns 3,563,572 shares of the company’s stock valued at $345,417,000 after purchasing an additional 169,636 shares during the last quarter.

Avantis U.S. Equity ETF Trading Down 0.5 %

Shares of NYSEARCA AVUS opened at $99.98 on Thursday. The firm has a market capitalization of $7.21 billion, a PE ratio of 17.22 and a beta of 1.00. Avantis U.S. Equity ETF has a 1 year low of $82.74 and a 1 year high of $102.23. The firm’s 50-day moving average is $99.37 and its 200-day moving average is $96.41.

Avantis U.S. Equity ETF Company 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.