Heritage Wealth Management Inc. CA Invests $754,000 in Avantis U.S. Equity ETF $AVUS

Heritage Wealth Management Inc. CA purchased a new stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 6,933 shares of the company’s stock, valued at approximately $754,000.

Other institutional investors have also bought and sold shares of the company. Great Point Wealth Advisors LLC acquired a new position in Avantis U.S. Equity ETF during the 3rd quarter valued at about $122,327,000. Highland Financial Advisors LLC boosted its holdings in shares of Avantis U.S. Equity ETF by 3.7% in the third quarter. Highland Financial Advisors LLC now owns 306,873 shares of the company’s stock valued at $33,357,000 after acquiring an additional 10,921 shares in the last quarter. Bank of New York Mellon Corp increased its stake in shares of Avantis U.S. Equity ETF by 6.5% during the second quarter. Bank of New York Mellon Corp now owns 574,539 shares of the company’s stock valued at $57,925,000 after acquiring an additional 35,161 shares during the period. Betterment LLC increased its stake in shares of Avantis U.S. Equity ETF by 8.5% during the second quarter. Betterment LLC now owns 60,610 shares of the company’s stock valued at $6,111,000 after acquiring an additional 4,735 shares during the period. Finally, American Century Companies Inc. raised its holdings in Avantis U.S. Equity ETF by 0.3% during the second quarter. American Century Companies Inc. now owns 3,474,063 shares of the company’s stock worth $350,255,000 after purchasing an additional 10,224 shares in the last quarter.

Avantis U.S. Equity ETF Price Performance

AVUS opened at $117.21 on Friday. The business has a 50 day moving average price of $113.65 and a two-hundred day moving average price of $109.50. The company has a market capitalization of $11.21 billion, a price-to-earnings ratio of 20.35 and a beta of 1.02. Avantis U.S. Equity ETF has a 1-year low of $79.20 and a 1-year high of $117.42.

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.