47,808 Shares in Avantis U.S. Equity ETF (NYSEARCA:AVUS) Bought by Curio Wealth LLC

Curio Wealth LLC bought a new stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 47,808 shares of the company’s stock, valued at approximately $4,634,000. Avantis U.S. Equity ETF comprises about 2.5% of Curio Wealth LLC’s investment portfolio, making the stock its 10th largest holding. Curio Wealth LLC owned about 0.07% of Avantis U.S. Equity ETF as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Atria Investments Inc bought a new stake in Avantis U.S. Equity ETF during the third quarter valued at $216,000. Bank of New York Mellon Corp increased its stake in Avantis U.S. Equity ETF by 12.7% during the fourth quarter. Bank of New York Mellon Corp now owns 477,594 shares of the company’s stock valued at $46,293,000 after purchasing an additional 53,763 shares during the last quarter. Leo Wealth LLC increased its stake in Avantis U.S. Equity ETF by 5.7% during the fourth quarter. Leo Wealth LLC now owns 443,635 shares of the company’s stock valued at $43,000,000 after purchasing an additional 23,922 shares during the last quarter. Global Retirement Partners LLC increased its stake in 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 purchasing an additional 404 shares during the last quarter. Finally, Truist Financial Corp increased its stake in Avantis U.S. Equity ETF by 5.0% during the fourth quarter. Truist Financial Corp now owns 5,664 shares of the company’s stock valued at $549,000 after purchasing an additional 272 shares during the last quarter.

Avantis U.S. Equity ETF Price Performance

Shares of AVUS opened at $92.72 on Monday. The company has a market cap of $7.62 billion, a P/E ratio of 20.02 and a beta of 1.06. The stock has a fifty day moving average price of $98.42 and a 200 day moving average price of $97.43. Avantis U.S. Equity ETF has a 12 month low of $84.26 and a 12 month high of $102.23.

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.