Quantum Financial Advisors LLC Has $137.88 Million Stock Holdings in Avantis U.S. Equity ETF $AVUS

Quantum Financial Advisors LLC boosted its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS) by 3.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,233,508 shares of the company’s stock after buying an additional 42,516 shares during the period. Avantis U.S. Equity ETF accounts for approximately 13.7% of Quantum Financial Advisors LLC’s portfolio, making the stock its largest position. Quantum Financial Advisors LLC’s holdings in Avantis U.S. Equity ETF were worth $137,882,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of AVUS. EverSource Wealth Advisors LLC raised its position in shares of Avantis U.S. Equity ETF by 138.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 358 shares of the company’s stock worth $36,000 after acquiring an additional 208 shares in the last quarter. Parkside Financial Bank & Trust boosted its position in shares of Avantis U.S. Equity ETF by 151.0% during the third quarter. Parkside Financial Bank & Trust now owns 394 shares of the company’s stock valued at $43,000 after purchasing an additional 237 shares in the last quarter. Promus Capital LLC bought a new stake in shares of Avantis U.S. Equity ETF during the second quarter valued at approximately $48,000. Trust Co. of Vermont purchased a new stake in Avantis U.S. Equity ETF in the third quarter worth $51,000. Finally, Assetmark Inc. grew its stake in Avantis U.S. Equity ETF by 116.0% in the third quarter. Assetmark Inc. now owns 579 shares of the company’s stock worth $63,000 after purchasing an additional 311 shares during the period.

Avantis U.S. Equity ETF Trading Up 1.3%

Shares of Avantis U.S. Equity ETF stock opened at $111.39 on Tuesday. The firm has a market capitalization of $10.65 billion, a P/E ratio of 20.35 and a beta of 1.02. The business has a fifty day simple moving average of $115.08 and a two-hundred day simple moving average of $111.84. Avantis U.S. Equity ETF has a 12 month low of $79.20 and a 12 month high of $118.27.

Avantis U.S. Equity ETF 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.