Trellis Wealth Advisors LLC Has $21.91 Million Holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Trellis Wealth Advisors LLC raised its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 0.9% in the 4th quarter, HoldingsChannel reports. The firm owned 226,037 shares of the company’s stock after purchasing an additional 2,098 shares during the quarter. Avantis U.S. Equity ETF accounts for approximately 11.0% of Trellis Wealth Advisors LLC’s portfolio, making the stock its 4th largest position. Trellis Wealth Advisors LLC’s holdings in Avantis U.S. Equity ETF were worth $21,910,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of AVUS. Global Trust Asset Management LLC raised its position in Avantis U.S. Equity ETF by 71.4% in the 3rd quarter. Global Trust Asset Management LLC now owns 480 shares of the company’s stock valued at $46,000 after purchasing an additional 200 shares during the last quarter. Global Retirement Partners LLC raised 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 worth $63,000 after acquiring an additional 404 shares during the last quarter. Blue Trust Inc. raised its position in shares of Avantis U.S. Equity ETF by 128.5% during the fourth quarter. Blue Trust Inc. now owns 697 shares of the company’s stock worth $68,000 after acquiring an additional 392 shares during the last quarter. Life Planning Partners Inc raised its position in shares of Avantis U.S. Equity ETF by 9,594.1% during the fourth 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. Finally, Fortitude Family Office LLC bought a new stake in shares of Avantis U.S. Equity ETF during the third quarter worth $95,000.

Avantis U.S. Equity ETF Stock Down 2.0 %

AVUS stock opened at $98.98 on Friday. The company has a market cap of $7.14 billion, a P/E ratio of 17.22 and a beta of 1.00. Avantis U.S. Equity ETF has a twelve month low of $84.26 and a twelve month high of $102.23. The business has a fifty day moving average of $99.29 and a 200-day moving average of $96.91.

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.