Castle Wealth Management LLC Has $6.81 Million Position in Avantis International Equity ETF (NYSEARCA:AVDE)

Castle Wealth Management LLC decreased its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE) by 3.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 110,956 shares of the company’s stock after selling 3,755 shares during the period. Avantis International Equity ETF makes up 2.7% of Castle Wealth Management LLC’s portfolio, making the stock its 7th biggest holding. Castle Wealth Management LLC owned 0.16% of Avantis International Equity ETF worth $6,809,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. TFB Advisors LLC boosted its position in shares of Avantis International Equity ETF by 3.0% during the 3rd quarter. TFB Advisors LLC now owns 6,368 shares of the company’s stock valued at $427,000 after purchasing an additional 184 shares in the last quarter. Visionary Horizons LLC boosted its position in shares of Avantis International Equity ETF by 2.1% during the 4th quarter. Visionary Horizons LLC now owns 9,165 shares of the company’s stock valued at $562,000 after purchasing an additional 191 shares in the last quarter. NBC Securities Inc. boosted its position in shares of Avantis International Equity ETF by 17.6% during the 3rd quarter. NBC Securities Inc. now owns 1,471 shares of the company’s stock valued at $98,000 after purchasing an additional 220 shares in the last quarter. KKM Financial LLC boosted its position in shares of Avantis International Equity ETF by 5.4% during the 3rd quarter. KKM Financial LLC now owns 7,041 shares of the company’s stock valued at $472,000 after purchasing an additional 359 shares in the last quarter. Finally, CWA Asset Management Group LLC boosted its holdings in shares of Avantis International Equity ETF by 5.1% in the fourth quarter. CWA Asset Management Group LLC now owns 7,600 shares of the company’s stock worth $466,000 after buying an additional 369 shares during the period.

Avantis International Equity ETF Price Performance

Shares of AVDE opened at $65.13 on Thursday. The company has a 50-day moving average of $62.82 and a two-hundred day moving average of $63.91. The stock has a market cap of $4.51 billion, a price-to-earnings ratio of 11.74 and a beta of 0.82. Avantis International Equity ETF has a one year low of $58.59 and a one year high of $67.83.

Avantis International Equity ETF Company Profile

The Avantis International Equity ETF (AVDE) is an exchange-traded fund that is based on the MSCI WORLD EX USA IMI INDEX index. The fund is an actively managed portfolio of non-US companies from developed markets, of all market capitalizations, focusing on smaller, value companies. AVDE was launched on Sep 24, 2019 and is managed by American Century Investments.